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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 | $111,978 | $81,358+37.6% | $155,556-28.0% | $80,959+38.3% |
| Participation rate | 74.5% | 66.3%+8.2pp | 78.2%-3.8pp | 67.7%+6.8pp |
| Annual return | 14.34% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $7,993 | $3,106+157.3% | $4,675+70.9% | $2,757+189.9% |
| Participant deferral / active EE | $4,501 | $3,455+30.3% | $5,631-20.1% | $4,300+4.7% |
| Admin fee / account holder | $1,308 | $7,994-83.6% | $15,885-91.8% | $6,925-81.1% |