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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 | $99,802 | $78,707+26.8% | $117,861-15.3% | $70,126+42.3% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 31.90% | 23.30%+8.6pp | 335.11%-303.2pp | 73.15%-41.2pp |
| Employer contribution / active EE | $4,411 | $2,223+98.4% | $3,786+16.5% | $2,343+88.3% |
| Participant deferral / active EE | $5,029 | $3,297+52.5% | $4,482+12.2% | $3,332+50.9% |
| Admin fee / account holder | $3,991 | $5,066-21.2% | $8,021-50.2% | $4,645-14.1% |