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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 | $108,482 | $77,920+39.2% | $149,723-27.5% | $75,177+44.3% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.5pp | 67.2%+10.1pp |
| Annual return | 15.15% | 31.72%-16.6pp | 134.50%-119.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $7,248 | $3,138+131.0% | $4,821+50.3% | $2,671+171.3% |
| Participant deferral / active EE | $7,011 | $3,411+105.5% | $5,682+23.4% | $4,126+69.9% |
| Admin fee / account holder | $2,866 | $5,951-51.8% | $13,215-78.3% | $5,651-49.3% |