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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 | $105,591 | $106,918-1.2% | $84,021+25.7% | $152,897-30.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.5%+9.9pp |
| Annual return | 14.98% | 105.01%-90.0pp | 71.32%-56.3pp | 345.43%-330.4pp |
| Employer contribution / active EE | $2,201 | $2,735-19.5% | $1,984+11.0% | $4,764-53.8% |
| Participant deferral / active EE | $4,597 | $4,012+14.6% | $3,239+41.9% | $5,851-21.4% |
| Admin fee / account holder | $2,522 | $8,288-69.6% | $6,102-58.7% | $11,599-78.3% |