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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 | $114,091 | $81,358+40.2% | $155,556-26.7% | $80,959+40.9% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 17.94% | 33.39%-15.5pp | 64.84%-46.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $5,596 | $3,106+80.1% | $4,675+19.7% | $2,757+103.0% |
| Participant deferral / active EE | $2,838 | $3,455-17.9% | $5,631-49.6% | $4,300-34.0% |
| Admin fee / account holder | $303 | $7,994-96.2% | $15,885-98.1% | $6,925-95.6% |