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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 | $75,541+42.7% | $152,093-29.1% | $82,637+30.4% |
| Participation rate | 85.2% | 66.5%+18.6pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 20.49% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $10,955 | $2,622+317.8% | $4,175+162.4% | $2,552+329.3% |
| Participant deferral / active EE | $5,562 | $3,206+73.5% | $5,451+2.0% | $4,126+34.8% |
| Admin fee / account holder | $8,414 | $6,405+31.4% | $14,497-42.0% | $7,339+14.7% |