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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 | $100,801 | $84,236+19.7% | $170,435-40.9% | $70,126+43.7% |
| Participation rate | 95.8% | 70.8%+24.9pp | 83.6%+12.2pp | 69.5%+26.2pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $6,043 | $3,387+78.4% | $5,432+11.2% | $2,343+158.0% |
| Participant deferral / active EE | $3,812 | $3,086+23.5% | $4,939-22.8% | $3,332+14.4% |
| Admin fee / account holder | $1,938 | $5,698-66.0% | $13,881-86.0% | $4,645-58.3% |