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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 | $91,749 | $98,766-7.1% | $149,730-38.7% | $79,852+14.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 23.40% | 27.43%-4.0pp | 276.70%-253.3pp | 31.72%-8.3pp |
| Employer contribution / active EE | $5,142 | $3,217+59.9% | $4,645+10.7% | $2,471+108.1% |
| Participant deferral / active EE | $8,770 | $5,681+54.4% | $6,843+28.2% | $3,740+134.5% |
| Admin fee / account holder | $1,234 | $6,052-79.6% | $9,310-86.7% | $5,306-76.7% |