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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 | $103,092 | $88,672+16.3% | $105,223-2.0% | $82,448+25.0% |
| Participation rate | 91.3% | 67.9%+23.3pp | 75.0%+16.2pp | 68.1%+23.2pp |
| Annual return | 16.58% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,575 | $3,048+82.9% | $3,689+51.1% | $2,551+118.5% |
| Participant deferral / active EE | $5,750 | $4,036+42.5% | $5,072+13.4% | $4,139+38.9% |
| Admin fee / account holder | $5,306 | $7,146-25.7% | $8,859-40.1% | $7,234-26.7% |