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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 | $101,825 | $88,672+14.8% | $105,223-3.2% | $82,448+23.5% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 14.37% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $9,248 | $3,048+203.4% | $3,689+150.7% | $2,551+262.5% |
| Participant deferral / active EE | $5,101 | $4,036+26.4% | $5,072+0.6% | $4,139+23.2% |
| Admin fee / account holder | $324 | $7,146-95.5% | $8,859-96.3% | $7,234-95.5% |