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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 | $100,130 | $77,164+29.8% | $178,014-43.8% | $80,874+23.8% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.6%+27.4pp |
| Annual return | 12.98% | 18.09%-5.1pp | 294.80%-281.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,805 | $2,288-21.1% | $3,950-54.3% | $2,756-34.5% |
| Participant deferral / active EE | $6,564 | $4,408+48.9% | $6,276+4.6% | $4,297+52.8% |
| Admin fee / account holder | $5,821 | $7,164-18.7% | $10,362-43.8% | $6,935-16.1% |