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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 | $93,979 | $78,690+19.4% | $161,489-41.8% | $87,485+7.4% |
| Participation rate | 95.5% | 67.5%+28.0pp | 78.7%+16.8pp | 68.9%+26.5pp |
| Annual return | 23.86% | 32.74%-8.9pp | 89.72%-65.9pp | 26.06%-2.2pp |
| Employer contribution / active EE | $5,625 | $2,588+117.3% | $4,268+31.8% | $2,596+116.7% |
| Participant deferral / active EE | $12,822 | $3,311+287.3% | $5,630+127.7% | $4,274+200.0% |
| Admin fee / account holder | $13,326 | $6,724+98.2% | $16,006-16.7% | $7,775+71.4% |