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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 | $121,055 | $108,825+11.2% | $156,181-22.5% | $82,448+46.8% |
| Participation rate | 91.8% | 72.4%+19.4pp | 78.8%+13.0pp | 68.1%+23.7pp |
| Annual return | 15.81% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,922 | $2,870+36.7% | $4,294-8.7% | $2,551+53.8% |
| Participant deferral / active EE | $9,152 | $4,577+100.0% | $6,132+49.2% | $4,139+121.1% |
| Admin fee / account holder | $5,851 | $9,341-37.4% | $14,586-59.9% | $7,234-19.1% |