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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 | $98,743 | $98,7760% | $149,745-34.1% | $79,856+23.7% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 14.83% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,288 | $3,217+64.4% | $4,646+13.8% | $2,471+114.0% |
| Participant deferral / active EE | $9,859 | $5,681+73.5% | $6,843+44.1% | $3,741+163.6% |
| Admin fee / account holder | $1,921 | $6,053-68.3% | $9,312-79.4% | $5,306-63.8% |