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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 | $107,258 | $95,415+12.4% | $185,851-42.3% | $85,851+24.9% |
| Participation rate | 78.8% | 68.8%+10.1pp | 81.7%-2.9pp | 69.3%+9.5pp |
| Annual return | 11.54% | 23.59%-12.0pp | 122.11%-110.6pp | 318.63%-307.1pp |
| Employer contribution / active EE | $4,371 | $3,314+31.9% | $5,168-15.4% | $2,565+70.4% |
| Participant deferral / active EE | $3,477 | $3,424+1.6% | $5,569-37.6% | $3,952-12.0% |
| Admin fee / account holder | $1,664 | $7,215-76.9% | $16,245-89.8% | $6,261-73.4% |