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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 | $80,030 | $56,054+42.8% | $171,082-53.2% | $62,881+27.3% |
| Participation rate | 91.2% | 62.9%+28.3pp | 76.7%+14.5pp | 69.3%+21.9pp |
| Annual return | 12.33% | 22.52%-10.2pp | 32.56%-20.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $4,622 | $1,731+167.0% | $4,002+15.5% | $2,281+102.7% |
| Participant deferral / active EE | $10,954 | $3,158+246.8% | $4,797+128.3% | $3,203+242.0% |
| Admin fee / account holder | $415 | $3,647-88.6% | $8,520-95.1% | $4,296-90.3% |