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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 | $97,850 | $89,370+9.5% | $141,197-30.7% | $72,976+34.1% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 27.52% | 111.88%-84.4pp | 71.41%-43.9pp | 81.02%-53.5pp |
| Employer contribution / active EE | $8,472 | $3,115+172.0% | $4,736+78.9% | $2,440+247.2% |
| Participant deferral / active EE | $10,115 | $5,419+86.7% | $6,710+50.7% | $3,608+180.4% |
| Admin fee / account holder | $2,841 | $5,957-52.3% | $10,265-72.3% | $5,124-44.6% |