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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 | $94,047 | $81,233+15.8% | $155,567-39.5% | $80,874+16.3% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 13.79% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,453 | $3,101+11.3% | $4,674-26.1% | $2,756+25.3% |
| Participant deferral / active EE | $9,557 | $3,452+176.8% | $5,628+69.8% | $4,297+122.4% |
| Admin fee / account holder | $737 | $7,998-90.8% | $15,916-95.4% | $6,935-89.4% |