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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 | $111,638 | $76,551+45.8% | $123,894-9.9% | $62,881+77.5% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 8.78% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,837 | $2,882+137.2% | $4,617+48.1% | $2,281+199.7% |
| Participant deferral / active EE | $5,770 | $4,840+19.2% | $5,984-3.6% | $3,203+80.1% |
| Admin fee / account holder | $1,241 | $4,826-74.3% | $8,357-85.2% | $4,296-71.1% |