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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 | $78,522 | $88,360-11.1% | $145,433-46.0% | $67,986+15.5% |
| Participation rate | 99.0% | 65.5%+33.5pp | 82.1%+16.9pp | 57.2%+41.8pp |
| Annual return | 19.74% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $4,630 | $3,054+51.6% | $4,554+1.7% | $2,019+129.3% |
| Participant deferral / active EE | $7,823 | $5,932+31.9% | $7,897-0.9% | $3,358+133.0% |
| Admin fee / account holder | $2,214 | $3,313-33.2% | $13,129-83.1% | $3,203-30.9% |