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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 | $106,192 | $77,638+36.8% | $156,551-32.2% | $62,881+68.9% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 8.91% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $8,316 | $3,444+141.5% | $5,501+51.2% | $2,281+264.6% |
| Participant deferral / active EE | $8,017 | $3,046+163.2% | $4,871+64.6% | $3,203+150.3% |
| Admin fee / account holder | $3,857 | $5,561-30.7% | $13,028-70.4% | $4,296-10.2% |