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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 | $90,531 | $77,908+16.2% | $149,696-39.5% | $75,173+20.4% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 15.22% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $4,107 | $3,138+30.9% | $4,821-14.8% | $2,671+53.8% |
| Participant deferral / active EE | $6,861 | $3,411+101.1% | $5,682+20.7% | $4,126+66.3% |
| Admin fee / account holder | $4,976 | $5,950-16.4% | $13,212-62.3% | $5,651-11.9% |