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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 | $89,253 | $76,407+16.8% | $150,298-40.6% | $82,448+8.3% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 17.13% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,555 | $2,614+112.5% | $4,154+33.7% | $2,551+117.8% |
| Participant deferral / active EE | $7,588 | $3,214+136.1% | $5,453+39.2% | $4,139+83.3% |
| Admin fee / account holder | $3,517 | $6,352-44.6% | $14,116-75.1% | $7,234-51.4% |