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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 | $94,068 | $81,358+15.6% | $155,556-39.5% | $80,959+16.2% |
| Participation rate | 97.6% | 66.3%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 12.25% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $7,971 | $3,106+156.6% | $4,675+70.5% | $2,757+189.1% |
| Participant deferral / active EE | $5,728 | $3,455+65.8% | $5,631+1.7% | $4,300+33.2% |
| Admin fee / account holder | $1,461 | $7,994-81.7% | $15,885-90.8% | $6,925-78.9% |