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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 | $81,233+26.3% | $155,567-34.1% | $80,874+26.8% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.6pp |
| Annual return | 16.04% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $9,320 | $3,101+200.6% | $4,674+99.4% | $2,756+238.2% |
| Participant deferral / active EE | $7,909 | $3,452+129.1% | $5,628+40.5% | $4,297+84.1% |
| Admin fee / account holder | $1,827 | $7,998-77.2% | $15,916-88.5% | $6,935-73.7% |