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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 | $78,359 | $109,359-28.3% | $162,177-51.7% | $72,975+7.4% |
| Participation rate | 90.7% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.2pp |
| Annual return | 18.80% | 25.46%-6.7pp | 115.60%-96.8pp | 81.01%-62.2pp |
| Employer contribution / active EE | $7,306 | $3,907+87.0% | $5,613+30.2% | $2,440+199.4% |
| Participant deferral / active EE | $4,320 | $5,481-21.2% | $7,297-40.8% | $3,608+19.7% |
| Admin fee / account holder | $23,318 | $7,972+192.5% | $10,843+115.0% | $5,124+355.1% |