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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 | $74,687 | $77,638-3.8% | $156,551-52.3% | $62,881+18.8% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 7.85% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,170 | $3,444+137.2% | $5,501+48.5% | $2,281+258.2% |
| Participant deferral / active EE | $8,027 | $3,046+163.6% | $4,871+64.8% | $3,203+150.6% |
| Admin fee / account holder | $10,850 | $5,561+95.1% | $13,028-16.7% | $4,296+152.6% |