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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 | $104,609 | $81,331+28.6% | $155,534-32.7% | $80,935+29.3% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 11.51% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $8,125 | $3,105+161.7% | $4,675+73.8% | $2,757+194.7% |
| Participant deferral / active EE | $5,265 | $3,454+52.4% | $5,630-6.5% | $4,299+22.4% |
| Admin fee / account holder | $5,027 | $7,999-37.2% | $15,900-68.4% | $6,924-27.4% |