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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 | $90,731 | $77,814+16.6% | $158,223-42.7% | $86,983+4.3% |
| Participation rate | 98.4% | 68.4%+29.9pp | 79.2%+19.2pp | 69.5%+28.8pp |
| Annual return | 17.14% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $6,481 | $2,592+150.0% | $4,109+57.7% | $2,584+150.8% |
| Participant deferral / active EE | $5,938 | $3,270+81.6% | $5,467+8.6% | $4,194+41.6% |
| Admin fee / account holder | $14,472 | $5,879+146.2% | $16,047-9.8% | $7,856+84.2% |