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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 | $89,195 | $80,781+10.4% | $102,437-12.9% | $74,478+19.8% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 11.90% | 27.58%-15.7pp | 24.95%-13.1pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,717 | $3,160+49.3% | $3,871+21.9% | $2,626+79.6% |
| Participant deferral / active EE | $3,694 | $3,862-4.4% | $5,060-27.0% | $4,350-15.1% |
| Admin fee / account holder | $4,154 | $2,372+75.1% | $8,388-50.5% | $1,946+113.5% |