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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 | $97,749 | $100,911-3.1% | $90,440+8.1% | $158,966-38.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 17.55% | 1726.62%-1709.1pp | 1294.38%-1276.8pp | 302.95%-285.4pp |
| Employer contribution / active EE | $3,065 | $3,690-16.9% | $3,263-6.1% | $4,762-35.6% |
| Participant deferral / active EE | $4,402 | $4,348+1.2% | $3,964+11.1% | $5,983-26.4% |
| Admin fee / account holder | $3,679 | $6,507-43.5% | $5,615-34.5% | $11,250-67.3% |