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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 | $89,785 | $77,638+15.6% | $156,551-42.6% | $62,881+42.8% |
| Participation rate | 93.8% | 71.2%+22.6pp | 84.0%+9.8pp | 69.3%+24.5pp |
| Annual return | 14.04% | 50.33%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $4,550 | $3,444+32.1% | $5,501-17.3% | $2,281+99.5% |
| Participant deferral / active EE | $1,712 | $3,046-43.8% | $4,871-64.8% | $3,203-46.5% |
| Admin fee / account holder | $10,413 | $5,561+87.2% | $13,028-20.1% | $4,296+142.4% |