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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 | $102,225 | $77,920+31.2% | $149,723-31.7% | $75,177+36.0% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 15.61% | 31.72%-16.1pp | 134.50%-118.9pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,438 | $3,138-22.3% | $4,821-49.4% | $2,671-8.7% |
| Participant deferral / active EE | $5,624 | $3,411+64.9% | $5,682-1.0% | $4,126+36.3% |
| Admin fee / account holder | $5,436 | $5,951-8.6% | $13,215-58.9% | $5,651-3.8% |