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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 | $107,065 | $91,179+17.4% | $178,499-40.0% | $79,852+34.1% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 18.92% | 24.19%-5.3pp | 151.10%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $6,387 | $3,256+96.2% | $5,011+27.4% | $2,471+158.5% |
| Participant deferral / active EE | $4,480 | $3,236+38.5% | $5,202-13.9% | $3,740+19.8% |
| Admin fee / account holder | $1,583 | $6,749-76.5% | $13,986-88.7% | $5,306-70.2% |