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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 | $99,504 | $106,749-6.8% | $145,433-31.6% | $82,448+20.7% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 18.18% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $7,781 | $3,444+125.9% | $4,554+70.8% | $2,551+205.0% |
| Participant deferral / active EE | $18,392 | $6,519+182.1% | $7,897+132.9% | $4,139+344.3% |
| Admin fee / account holder | $20,896 | $8,390+149.1% | $13,129+59.2% | $7,234+188.8% |