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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,444 | $91,179+14.5% | $178,499-41.5% | $79,852+30.8% |
| Participation rate | 92.9% | 69.2%+23.6pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 17.99% | 24.19%-6.2pp | 151.10%-133.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $3,211 | $3,256-1.4% | $5,011-35.9% | $2,471+29.9% |
| Participant deferral / active EE | $4,005 | $3,236+23.8% | $5,202-23.0% | $3,740+7.1% |
| Admin fee / account holder | $538 | $6,749-92.0% | $13,986-96.2% | $5,306-89.9% |