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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 | $94,599 | $75,541+25.2% | $152,093-37.8% | $82,637+14.5% |
| Participation rate | 89.7% | 66.5%+23.1pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 18.81% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $4,372 | $2,622+66.7% | $4,175+4.7% | $2,552+71.3% |
| Participant deferral / active EE | $6,825 | $3,206+112.9% | $5,451+25.2% | $4,126+65.4% |
| Admin fee / account holder | $2,251 | $6,405-64.9% | $14,497-84.5% | $7,339-69.3% |