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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 | $96,508 | $84,458+14.3% | $102,184-5.6% | $64,340+50.0% |
| Participation rate | 90.2% | 74.2%+16.0pp | 82.6%+7.6pp | 55.2%+34.9pp |
| Annual return | 18.67% | 45.73%-27.1pp | 31.58%-12.9pp | 24.14%-5.5pp |
| Employer contribution / active EE | $4,672 | $2,412+93.7% | $3,594+30.0% | $1,862+151.0% |
| Participant deferral / active EE | $9,781 | $6,208+57.6% | $8,309+17.7% | $2,980+228.2% |
| Admin fee / account holder | $5,855 | $2,926+100.1% | $11,609-49.6% | $3,703+58.1% |