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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 | $92,242 | $106,749-13.6% | $145,433-36.6% | $82,448+11.9% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8,882 | $3,444+157.9% | $4,554+95.0% | $2,551+248.2% |
| Participant deferral / active EE | $7,079 | $6,519+8.6% | $7,897-10.4% | $4,139+71.0% |
| Admin fee / account holder | $343 | $8,390-95.9% | $13,129-97.4% | $7,234-95.3% |