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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 | $103,051 | $98,240+4.9% | $82,312+25.2% | $147,586-30.2% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 16.52% | 30.85%-14.3pp | 25.88%-9.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,791 | $3,192-43.9% | $2,428-26.3% | $4,876-63.3% |
| Participant deferral / active EE | $7,244 | $4,383+65.3% | $3,706+95.5% | $5,439+33.2% |
| Admin fee / account holder | $20,217 | $8,563+136.1% | $5,608+260.5% | $10,886+85.7% |