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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 | $98,704 | $76,551+28.9% | $123,894-20.3% | $62,881+57.0% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.5pp | 69.3%+13.6pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,773 | $2,882+135.0% | $4,617+46.7% | $2,281+196.9% |
| Participant deferral / active EE | $6,768 | $4,840+39.8% | $5,984+13.1% | $3,203+111.3% |
| Admin fee / account holder | $4,774 | $4,826-1.1% | $8,357-42.9% | $4,296+11.1% |