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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 | $84,362 | $68,880+22.5% | $120,580-30.0% | $80,959+4.2% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.0%+24.0pp | 67.7%+28.3pp |
| Annual return | 15.42% | 23.68%-8.3pp | 107.48%-92.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,611 | $2,066+123.1% | $3,469+32.9% | $2,757+67.2% |
| Participant deferral / active EE | $11,196 | $3,191+250.9% | $4,995+124.1% | $4,300+160.3% |
| Admin fee / account holder | $7,708 | $5,785+33.2% | $9,418-18.2% | $6,925+11.3% |