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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 | $87,815 | $106,749-17.7% | $145,433-39.6% | $82,448+6.5% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 14.31% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $7,869 | $3,444+128.4% | $4,554+72.8% | $2,551+208.5% |
| Participant deferral / active EE | $6,529 | $6,519+0.2% | $7,897-17.3% | $4,139+57.7% |
| Admin fee / account holder | $999 | $8,390-88.1% | $13,129-92.4% | $7,234-86.2% |