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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 | $94,429 | $75,541+25.0% | $152,093-37.9% | $82,637+14.3% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 13.58% | 32.56%-19.0pp | 66.36%-52.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $4,625 | $2,622+76.4% | $4,175+10.8% | $2,552+81.2% |
| Participant deferral / active EE | $4,656 | $3,206+45.3% | $5,451-14.6% | $4,126+12.8% |
| Admin fee / account holder | $1,155 | $6,405-82.0% | $14,497-92.0% | $7,339-84.3% |