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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 | $98,480 | $76,407+28.9% | $150,298-34.5% | $82,448+19.4% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 18.96% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $8,117 | $2,614+210.5% | $4,154+95.4% | $2,551+218.2% |
| Participant deferral / active EE | $8,964 | $3,214+178.9% | $5,453+64.4% | $4,139+116.6% |
| Admin fee / account holder | $1,438 | $6,352-77.4% | $14,116-89.8% | $7,234-80.1% |