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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 | $134,095 | $81,233+65.1% | $155,567-13.8% | $80,874+65.8% |
| Participation rate | 84.5% | 66.2%+18.3pp | 78.2%+6.3pp | 67.6%+16.9pp |
| Annual return | 12.16% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $7,091 | $3,101+128.7% | $4,674+51.7% | $2,756+157.3% |
| Participant deferral / active EE | $3,334 | $3,452-3.4% | $5,628-40.8% | $4,297-22.4% |
| Admin fee / account holder | $2,716 | $7,998-66.0% | $15,916-82.9% | $6,935-60.8% |