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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 | $84,176 | $81,358+3.5% | $155,556-45.9% | $80,959+4.0% |
| Participation rate | 95.2% | 66.3%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 13.98% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $5,908 | $3,106+90.2% | $4,675+26.4% | $2,757+114.3% |
| Participant deferral / active EE | $4,561 | $3,455+32.0% | $5,631-19.0% | $4,300+6.1% |
| Admin fee / account holder | $2,150 | $7,994-73.1% | $15,885-86.5% | $6,925-68.9% |