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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 | $81,276+15.7% | $155,574-39.5% | $80,925+16.2% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 12.25% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $7,971 | $3,103+156.9% | $4,676+70.5% | $2,756+189.2% |
| Participant deferral / active EE | $5,728 | $3,453+65.9% | $5,629+1.8% | $4,299+33.3% |
| Admin fee / account holder | $1,461 | $7,993-81.7% | $15,914-90.8% | $6,940-78.9% |