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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 | $106,542 | $98,760+7.9% | $149,715-28.8% | $79,858+33.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.66%-262.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,464 | $3,217-23.4% | $4,645-47.0% | $2,471-0.3% |
| Participant deferral / active EE | $8,590 | $5,681+51.2% | $6,842+25.6% | $3,740+129.7% |
| Admin fee / account holder | $16,759 | $6,053+176.9% | $9,310+80.0% | $5,306+215.9% |