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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 | $99,879 | $85,766+16.5% | $136,297-26.7% | $70,124+42.4% |
| Participation rate | 85.5% | 74.2%+11.4pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 15.02% | 31.45%-16.4pp | 5156.19%-5141.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,365 | $2,966-20.3% | $4,696-49.6% | $2,342+0.9% |
| Participant deferral / active EE | $4,806 | $5,051-4.9% | $6,247-23.1% | $3,332+44.2% |
| Admin fee / account holder | $8,061 | $5,420+48.7% | $9,244-12.8% | $4,645+73.5% |