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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 | $100,241 | $77,908+28.7% | $149,696-33.0% | $75,173+33.3% |
| Participation rate | 79.8% | 65.6%+14.2pp | 78.8%+1.0pp | 67.2%+12.6pp |
| Annual return | 16.68% | 31.73%-15.0pp | 134.46%-117.8pp | 160.72%-144.0pp |
| Employer contribution / active EE | $4,713 | $3,138+50.2% | $4,821-2.2% | $2,671+76.4% |
| Participant deferral / active EE | $8,155 | $3,411+139.1% | $5,682+43.5% | $4,126+97.6% |
| Admin fee / account holder | $24,304 | $5,950+308.5% | $13,212+84.0% | $5,651+330.1% |