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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 | $110,509 | $78,682+40.4% | $109,188+1.2% | $85,851+28.7% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 12.93% | 25.09%-12.2pp | 25.76%-12.8pp | 318.63%-305.7pp |
| Employer contribution / active EE | $2,022 | $2,734-26.0% | $3,723-45.7% | $2,565-21.2% |
| Participant deferral / active EE | $4,041 | $3,468+16.5% | $4,654-13.2% | $3,952+2.3% |
| Admin fee / account holder | $2,231 | $5,470-59.2% | $6,755-67.0% | $6,261-64.4% |