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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 | $98,750 | $76,407+29.2% | $150,298-34.3% | $82,448+19.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 20.34% | 39.99%-19.7pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,817 | $2,614+7.8% | $4,154-32.2% | $2,551+10.4% |
| Participant deferral / active EE | $6,991 | $3,214+117.5% | $5,453+28.2% | $4,139+68.9% |
| Admin fee / account holder | $22,262 | $6,352+250.5% | $14,116+57.7% | $7,234+207.7% |