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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 | $113,378 | $98,776+14.8% | $149,745-24.3% | $79,856+42.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 18.79% | 27.38%-8.6pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,396 | $3,217-25.5% | $4,646-48.4% | $2,471-3.0% |
| Participant deferral / active EE | $7,546 | $5,681+32.8% | $6,843+10.3% | $3,741+101.7% |
| Admin fee / account holder | $4,715 | $6,053-22.1% | $9,312-49.4% | $5,306-11.1% |