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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 | $98,808 | $95,383+3.6% | $185,837-46.8% | $85,856+15.1% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 17.02% | 23.59%-6.6pp | 122.08%-105.1pp | 318.58%-301.6pp |
| Employer contribution / active EE | $3,748 | $3,313+13.1% | $5,168-27.5% | $2,565+46.1% |
| Participant deferral / active EE | $4,011 | $3,423+17.2% | $5,568-28.0% | $3,952+1.5% |
| Admin fee / account holder | $24,803 | $7,213+243.9% | $16,241+52.7% | $6,261+296.2% |