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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 | $139,441 | $81,276+71.6% | $155,574-10.4% | $80,925+72.3% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.7%+30.9pp |
| Annual return | 11.59% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $7,162 | $3,103+130.8% | $4,676+53.2% | $2,756+159.9% |
| Participant deferral / active EE | $3,720 | $3,453+7.7% | $5,629-33.9% | $4,299-13.5% |
| Admin fee / account holder | $4,267 | $7,993-46.6% | $15,914-73.2% | $6,940-38.5% |