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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 | $97,781 | $76,407+28.0% | $150,298-34.9% | $82,448+18.6% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 19.25% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $8,445 | $2,614+223.1% | $4,154+103.3% | $2,551+231.1% |
| Participant deferral / active EE | $6,823 | $3,214+112.3% | $5,453+25.1% | $4,139+64.8% |
| Admin fee / account holder | $3,142 | $6,352-50.5% | $14,116-77.7% | $7,234-56.6% |