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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 | $115,552 | $77,638+48.8% | $156,551-26.2% | $62,881+83.8% |
| Participation rate | 91.4% | 71.2%+20.2pp | 84.0%+7.4pp | 69.3%+22.1pp |
| Annual return | 9.61% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,802 | $3,444+39.4% | $5,501-12.7% | $2,281+110.5% |
| Participant deferral / active EE | $3,838 | $3,046+26.0% | $4,871-21.2% | $3,203+19.8% |
| Admin fee / account holder | $1,444 | $5,561-74.0% | $13,028-88.9% | $4,296-66.4% |