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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 | $104,386 | $81,664+27.8% | $70,476+48.1% | $158,966-34.3% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 14.09% | 208.59%-194.5pp | 109.12%-95.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,794 | $3,219+17.9% | $2,738+38.6% | $4,762-20.3% |
| Participant deferral / active EE | $3,721 | $4,556-18.3% | $3,710+0.3% | $5,983-37.8% |
| Admin fee / account holder | $2,849 | $6,197-54.0% | $3,847-25.9% | $11,250-74.7% |