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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 | $85,228 | $75,541+12.8% | $152,093-44.0% | $82,637+3.1% |
| Participation rate | 82.9% | 66.5%+16.3pp | 77.8%+5.1pp | 68.1%+14.8pp |
| Annual return | 20.86% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $4,430 | $2,622+68.9% | $4,175+6.1% | $2,552+73.6% |
| Participant deferral / active EE | $9,222 | $3,206+187.7% | $5,451+69.2% | $4,126+123.5% |
| Admin fee / account holder | $22,872 | $6,405+257.1% | $14,497+57.8% | $7,339+211.7% |