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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 | $100,798 | $77,920+29.4% | $149,723-32.7% | $75,177+34.1% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,780 | $3,138+20.5% | $4,821-21.6% | $2,671+41.5% |
| Participant deferral / active EE | $4,584 | $3,411+34.4% | $5,682-19.3% | $4,126+11.1% |
| Admin fee / account holder | $1,856 | $5,951-68.8% | $13,215-86.0% | $5,651-67.2% |