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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 | $100,470 | $88,672+13.3% | $105,223-4.5% | $82,448+21.9% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 15.60% | 30.86%-15.3pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,292 | $3,048+106.5% | $3,689+70.6% | $2,551+146.7% |
| Participant deferral / active EE | $2,884 | $4,036-28.5% | $5,072-43.1% | $4,139-30.3% |
| Admin fee / account holder | $2,078 | $7,146-70.9% | $8,859-76.5% | $7,234-71.3% |