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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 | $98,190 | $78,423+25.2% | $95,964+2.3% | $79,856+23.0% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 11.73% | 19.37%-7.6pp | 91.64%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,684 | $1,945+38.0% | $2,541+5.6% | $2,471+8.6% |
| Participant deferral / active EE | $6,036 | $3,440+75.5% | $4,167+44.9% | $3,741+61.4% |
| Admin fee / account holder | $6,279 | $5,622+11.7% | $6,797-7.6% | $5,306+18.3% |