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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 | $93,152 | $81,276+14.6% | $155,574-40.1% | $80,925+15.1% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 18.04% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $7,021 | $3,103+126.3% | $4,676+50.2% | $2,756+154.7% |
| Participant deferral / active EE | $8,167 | $3,453+136.5% | $5,629+45.1% | $4,299+90.0% |
| Admin fee / account holder | $10,281 | $7,993+28.6% | $15,914-35.4% | $6,940+48.1% |