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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 | $97,582 | $81,331+20.0% | $155,534-37.3% | $80,935+20.6% |
| Participation rate | 97.4% | 66.3%+31.2pp | 78.2%+19.2pp | 67.7%+29.8pp |
| Annual return | 11.08% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $7,351 | $3,105+136.8% | $4,675+57.2% | $2,757+166.7% |
| Participant deferral / active EE | $2,563 | $3,454-25.8% | $5,630-54.5% | $4,299-40.4% |
| Admin fee / account holder | $23,445 | $7,999+193.1% | $15,900+47.5% | $6,924+238.6% |