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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 | $92,319 | $77,896+18.5% | $134,172-31.2% | $82,448+12.0% |
| Participation rate | 81.6% | 62.8%+18.8pp | 72.5%+9.1pp | 68.1%+13.5pp |
| Annual return | 14.78% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,791 | $2,159+168.2% | $3,420+69.3% | $2,551+127.0% |
| Participant deferral / active EE | $13,882 | $3,162+339.0% | $4,690+196.0% | $4,139+235.4% |
| Admin fee / account holder | $36,649 | $6,336+478.4% | $12,016+205.0% | $7,234+406.6% |