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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 | $98,171 | $108,825-9.8% | $156,181-37.1% | $82,448+19.1% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 22.05% | 20.59%+1.5pp | 64.87%-42.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $4,838 | $2,870+68.6% | $4,294+12.7% | $2,551+89.6% |
| Participant deferral / active EE | $12,505 | $4,577+173.2% | $6,132+103.9% | $4,139+202.1% |
| Admin fee / account holder | $12,504 | $9,341+33.9% | $14,586-14.3% | $7,234+72.8% |