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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 | $109,059 | $77,638+40.5% | $156,551-30.3% | $62,881+73.4% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 5.87% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,074 | $3,444+47.3% | $5,501-7.8% | $2,281+122.4% |
| Participant deferral / active EE | $6,041 | $3,046+98.3% | $4,871+24.0% | $3,203+88.6% |
| Admin fee / account holder | $3,065 | $5,561-44.9% | $13,028-76.5% | $4,296-28.7% |