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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 | $100,054 | $69,977+43.0% | $108,582-7.9% | $62,881+59.1% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 8.35% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $6,817 | $2,135+219.3% | $3,758+81.4% | $2,281+198.9% |
| Participant deferral / active EE | $8,357 | $3,165+164.1% | $4,311+93.9% | $3,203+160.9% |
| Admin fee / account holder | $4,131 | $5,076-18.6% | $7,645-46.0% | $4,296-3.8% |