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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 | $98,870 | $81,331+21.6% | $155,534-36.4% | $80,935+22.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+18.0pp | 67.7%+28.5pp |
| Annual return | 10.95% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,229 | $3,105+36.2% | $4,675-9.5% | $2,757+53.4% |
| Participant deferral / active EE | $5,295 | $3,454+53.3% | $5,630-6.0% | $4,299+23.2% |
| Admin fee / account holder | $15,072 | $7,999+88.4% | $15,900-5.2% | $6,924+117.7% |