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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 | $104,553 | $78,690+32.9% | $161,489-35.3% | $87,485+19.5% |
| Participation rate | 95.2% | 67.5%+27.8pp | 78.7%+16.5pp | 68.9%+26.3pp |
| Annual return | 17.26% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,649 | $2,588+41.0% | $4,268-14.5% | $2,596+40.6% |
| Participant deferral / active EE | $6,828 | $3,311+106.2% | $5,630+21.3% | $4,274+59.8% |
| Admin fee / account holder | $3,150 | $6,724-53.1% | $16,006-80.3% | $7,775-59.5% |