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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 | $102,582 | $81,358+26.1% | $155,556-34.1% | $80,959+26.7% |
| Participation rate | 92.2% | 66.3%+26.0pp | 78.2%+14.0pp | 67.7%+24.6pp |
| Annual return | 16.04% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $9,320 | $3,106+200.0% | $4,675+99.3% | $2,757+238.0% |
| Participant deferral / active EE | $7,909 | $3,455+128.9% | $5,631+40.5% | $4,300+83.9% |
| Admin fee / account holder | $1,827 | $7,994-77.1% | $15,885-88.5% | $6,925-73.6% |