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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 | $96,285 | $89,364+7.7% | $141,177-31.8% | $72,983+31.9% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.0pp |
| Annual return | 24.06% | 111.86%-87.8pp | 71.40%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $4,750 | $3,115+52.5% | $4,736+0.3% | $2,440+94.7% |
| Participant deferral / active EE | $8,109 | $5,419+49.6% | $6,710+20.8% | $3,608+124.8% |
| Admin fee / account holder | $3,492 | $5,959-41.4% | $10,263-66.0% | $5,124-31.8% |