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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 | $104,596 | $75,541+38.5% | $152,093-31.2% | $82,637+26.6% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 20.78% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $9,779 | $2,622+272.9% | $4,175+134.2% | $2,552+283.2% |
| Participant deferral / active EE | $4,903 | $3,206+53.0% | $5,451-10.1% | $4,126+18.8% |
| Admin fee / account holder | $637 | $6,405-90.1% | $14,497-95.6% | $7,339-91.3% |