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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 | $80,001 | $98,652-18.9% | $142,942-44.0% | $82,448-3.0% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.8%+16.9pp | 68.1%+25.7pp |
| Annual return | 18.10% | 22.65%-4.6pp | 113.70%-95.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,604 | $3,211+74.5% | $4,139+35.4% | $2,551+119.7% |
| Participant deferral / active EE | $8,592 | $5,580+54.0% | $7,128+20.5% | $4,139+107.6% |
| Admin fee / account holder | $4,288 | $8,078-46.9% | $12,475-65.6% | $7,234-40.7% |