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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 | $119,008 | $81,358+46.3% | $155,556-23.5% | $80,959+47.0% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 15.41% | 33.39%-18.0pp | 64.84%-49.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $8,023 | $3,106+158.3% | $4,675+71.6% | $2,757+191.0% |
| Participant deferral / active EE | $6,382 | $3,455+84.7% | $5,631+13.3% | $4,300+48.4% |
| Admin fee / account holder | $5,187 | $7,994-35.1% | $15,885-67.3% | $6,925-25.1% |