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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 | $92,842 | $75,832+22.4% | $147,617-37.1% | $59,633+55.7% |
| Participation rate | 87.5% | 71.6%+15.9pp | 84.6%+2.9pp | 68.7%+18.8pp |
| Annual return | 12.98% | 0.37%+12.6pp | 61.98%-49.0pp | 2041.45%-2028.5pp |
| Employer contribution / active EE | $6,367 | $3,485+82.7% | $5,564+14.4% | $2,203+189.1% |
| Participant deferral / active EE | $7,074 | $3,131+126.0% | $4,895+44.5% | $3,192+121.6% |
| Admin fee / account holder | $11,673 | $5,986+95.0% | $11,612+0.5% | $4,297+171.6% |