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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 | $109,289 | $98,776+10.6% | $149,745-27.0% | $79,856+36.9% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 17.55% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,893 | $3,217-10.1% | $4,646-37.7% | $2,471+17.1% |
| Participant deferral / active EE | $5,382 | $5,681-5.3% | $6,843-21.3% | $3,741+43.9% |
| Admin fee / account holder | $3,586 | $6,053-40.8% | $9,312-61.5% | $5,306-32.4% |