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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 | $110,960 | $81,358+36.4% | $155,556-28.7% | $80,959+37.1% |
| Participation rate | 98.0% | 66.3%+31.8pp | 78.2%+19.8pp | 67.7%+30.4pp |
| Annual return | 12.79% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $6,123 | $3,106+97.1% | $4,675+31.0% | $2,757+122.1% |
| Participant deferral / active EE | $5,023 | $3,455+45.4% | $5,631-10.8% | $4,300+16.8% |
| Admin fee / account holder | $3,031 | $7,994-62.1% | $15,885-80.9% | $6,925-56.2% |