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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 | $91,614 | $78,425+16.8% | $95,956-4.5% | $79,858+14.7% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.1pp |
| Annual return | 19.77% | 19.37%+0.4pp | 91.63%-71.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,512 | $1,945-22.2% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $9,084 | $3,440+164.1% | $4,167+118.0% | $3,740+142.9% |
| Admin fee / account holder | $6,091 | $5,622+8.3% | $6,797-10.4% | $5,306+14.8% |