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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 | $106,864-13.7% | $147,318-37.4% | $82,637+11.6% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 18.68% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $8,882 | $3,417+160.0% | $4,593+93.4% | $2,552+248.0% |
| Participant deferral / active EE | $7,079 | $6,496+9.0% | $7,906-10.5% | $4,126+71.6% |
| Admin fee / account holder | $343 | $8,415-95.9% | $13,708-97.5% | $7,339-95.3% |