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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 | $98,370 | $91,179+7.9% | $178,499-44.9% | $79,852+23.2% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 10.71% | 24.19%-13.5pp | 151.10%-140.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $4,325 | $3,256+32.8% | $5,011-13.7% | $2,471+75.0% |
| Participant deferral / active EE | $2,479 | $3,236-23.4% | $5,202-52.3% | $3,740-33.7% |
| Admin fee / account holder | $1,655 | $6,749-75.5% | $13,986-88.2% | $5,306-68.8% |