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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 | $101,280 | $77,638+30.5% | $156,551-35.3% | $62,881+61.1% |
| Participation rate | 94.4% | 71.2%+23.2pp | 84.0%+10.4pp | 69.3%+25.1pp |
| Annual return | 7.40% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,072 | $3,444+105.3% | $5,501+28.5% | $2,281+210.0% |
| Participant deferral / active EE | $4,858 | $3,046+59.5% | $4,871-0.3% | $3,203+51.7% |
| Admin fee / account holder | $6,712 | $5,561+20.7% | $13,028-48.5% | $4,296+56.2% |