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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 | $109,170 | $88,672+23.1% | $105,223+3.8% | $82,448+32.4% |
| Participation rate | 73.8% | 67.9%+5.8pp | 75.0%-1.3pp | 68.1%+5.7pp |
| Annual return | 16.30% | 30.86%-14.6pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,340 | $3,048+75.2% | $3,689+44.8% | $2,551+109.3% |
| Participant deferral / active EE | $2,541 | $4,036-37.0% | $5,072-49.9% | $4,139-38.6% |
| Admin fee / account holder | $1,658 | $7,146-76.8% | $8,859-81.3% | $7,234-77.1% |