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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 | $104,603 | $85,766+22.0% | $136,298-23.3% | $70,126+49.2% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 20.59% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,761 | $2,966-6.9% | $4,696-41.2% | $2,343+17.9% |
| Participant deferral / active EE | $5,843 | $5,051+15.7% | $6,247-6.5% | $3,332+75.4% |
| Admin fee / account holder | $2,760 | $5,421-49.1% | $9,244-70.1% | $4,645-40.6% |