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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 | $95,694 | $76,407+25.2% | $150,298-36.3% | $82,448+16.1% |
| Participation rate | 75.3% | 66.4%+8.9pp | 77.8%-2.5pp | 68.1%+7.2pp |
| Annual return | 18.79% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,267 | $2,614+139.7% | $4,154+50.9% | $2,551+145.7% |
| Participant deferral / active EE | $4,261 | $3,214+32.6% | $5,453-21.9% | $4,139+2.9% |
| Admin fee / account holder | $51,924 | $6,352+717.4% | $14,116+267.8% | $7,234+617.7% |