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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 | $109,081 | $81,276+34.2% | $155,574-29.9% | $80,925+34.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 15.16% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $7,529 | $3,103+142.6% | $4,676+61.0% | $2,756+173.2% |
| Participant deferral / active EE | $7,029 | $3,453+103.6% | $5,629+24.9% | $4,299+63.5% |
| Admin fee / account holder | $3,347 | $7,993-58.1% | $15,914-79.0% | $6,940-51.8% |