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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 | $104,476 | $103,966+0.5% | $112,923-7.5% | $75,177+39.0% |
| Participation rate | 96.3% | 75.7%+20.6pp | 80.5%+15.7pp | 67.2%+29.1pp |
| Annual return | 16.19% | 24.54%-8.4pp | 34.13%-17.9pp | 160.75%-144.6pp |
| Employer contribution / active EE | $5,227 | $3,870+35.1% | $4,570+14.4% | $2,671+95.7% |
| Participant deferral / active EE | $1,957 | $5,456-64.1% | $6,520-70.0% | $4,126-52.6% |
| Admin fee / account holder | $13,957 | $7,663+82.1% | $7,046+98.1% | $5,651+147.0% |