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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 | $98,314 | $59,440+65.4% | $78,004+26.0% | $82,637+19.0% |
| Participation rate | 91.2% | 62.8%+28.4pp | 69.4%+21.7pp | 68.1%+23.1pp |
| Annual return | 14.70% | 40.24%-25.5pp | 31.07%-16.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $5,925 | $1,750+238.5% | $2,469+140.0% | $2,552+132.1% |
| Participant deferral / active EE | $6,117 | $3,138+94.9% | $4,092+49.5% | $4,126+48.2% |
| Admin fee / account holder | $1,513 | $5,504-72.5% | $7,578-80.0% | $7,339-79.4% |