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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 | $120,958 | $81,331+48.7% | $155,534-22.2% | $80,935+49.5% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 13.31% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $6,628 | $3,105+113.5% | $4,675+41.8% | $2,757+140.4% |
| Participant deferral / active EE | $4,840 | $3,454+40.1% | $5,630-14.0% | $4,299+12.6% |
| Admin fee / account holder | $1,630 | $7,999-79.6% | $15,900-89.7% | $6,924-76.5% |