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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 | $105,514 | $75,541+39.7% | $152,093-30.6% | $82,637+27.7% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 15.67% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $7,493 | $2,622+185.7% | $4,175+79.5% | $2,552+193.6% |
| Participant deferral / active EE | $5,200 | $3,206+62.2% | $5,451-4.6% | $4,126+26.0% |
| Admin fee / account holder | $39,844 | $6,405+522.1% | $14,497+174.9% | $7,339+442.9% |