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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 | $97,951 | $86,294+13.5% | $111,303-12.0% | $85,856+14.1% |
| Participation rate | 89.2% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 13.44% | 19.99%-6.5pp | 54.66%-41.2pp | 318.58%-305.1pp |
| Employer contribution / active EE | $1,100 | $2,043-46.2% | $2,731-59.7% | $2,565-57.1% |
| Participant deferral / active EE | $7,765 | $3,641+113.3% | $4,487+73.0% | $3,952+96.5% |
| Admin fee / account holder | $4,757 | $8,189-41.9% | $7,966-40.3% | $6,261-24.0% |