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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 | $95,203 | $78,705+21.0% | $117,860-19.2% | $70,124+35.8% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 14.16% | 23.30%-9.1pp | 335.10%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $3,500 | $2,223+57.4% | $3,786-7.6% | $2,342+49.4% |
| Participant deferral / active EE | $4,321 | $3,297+31.0% | $4,482-3.6% | $3,332+29.7% |
| Admin fee / account holder | $8,650 | $5,065+70.8% | $8,021+7.8% | $4,645+86.2% |