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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 | $83,074 | $81,331+2.1% | $155,534-46.6% | $80,935+2.6% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.31% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,886 | $3,105+89.6% | $4,675+25.9% | $2,757+113.5% |
| Participant deferral / active EE | $7,125 | $3,454+106.3% | $5,630+26.6% | $4,299+65.7% |
| Admin fee / account holder | $24,625 | $7,999+207.8% | $15,900+54.9% | $6,924+255.6% |