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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 | $108,415 | $91,198+18.9% | $178,503-39.3% | $79,856+35.8% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 13.96% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,724 | $3,257+14.4% | $5,011-25.7% | $2,471+50.7% |
| Participant deferral / active EE | $2,841 | $3,237-12.2% | $5,202-45.4% | $3,741-24.1% |
| Admin fee / account holder | $10,130 | $6,748+50.1% | $13,987-27.6% | $5,306+90.9% |