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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 | $76,521 | $89,367-14.4% | $141,191-45.8% | $72,975+4.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 27.36% | 111.87%-84.5pp | 71.41%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $9,498 | $3,115+204.9% | $4,736+100.5% | $2,440+289.2% |
| Participant deferral / active EE | $10,796 | $5,419+99.2% | $6,710+60.9% | $3,608+199.2% |
| Admin fee / account holder | $1,860 | $5,957-68.8% | $10,264-81.9% | $5,124-63.7% |