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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 | $90,356 | $63,114+43.2% | $92,909-2.7% | $65,185+38.6% |
| Participation rate | 98.2% | 68.8%+29.4pp | 76.0%+22.2pp | 70.2%+28.0pp |
| Annual return | 19.91% | 28.75%-8.8pp | 109.44%-89.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $13,951 | $2,571+442.7% | $3,653+281.9% | $2,177+540.9% |
| Participant deferral / active EE | $1,558 | $3,108-49.9% | $4,238-63.2% | $3,514-55.7% |
| Admin fee / account holder | $6,201 | $624+894.5% | $5,795+7.0% | $847+632.0% |