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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 | $99,666 | $77,920+27.9% | $149,723-33.4% | $75,177+32.6% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.3pp |
| Annual return | 15.02% | 31.72%-16.7pp | 134.50%-119.5pp | 160.75%-145.7pp |
| Employer contribution / active EE | $8,401 | $3,138+167.7% | $4,821+74.2% | $2,671+214.5% |
| Participant deferral / active EE | $6,452 | $3,411+89.1% | $5,682+13.6% | $4,126+56.4% |
| Admin fee / account holder | $11,930 | $5,951+100.5% | $13,215-9.7% | $5,651+111.1% |