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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 | $107,780 | $76,407+41.1% | $150,298-28.3% | $82,448+30.7% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 20.49% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $10,955 | $2,614+319.1% | $4,154+163.7% | $2,551+329.5% |
| Participant deferral / active EE | $5,562 | $3,214+73.0% | $5,453+2.0% | $4,139+34.4% |
| Admin fee / account holder | $8,414 | $6,352+32.5% | $14,116-40.4% | $7,234+16.3% |