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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 | $86,668 | $60,349+43.6% | $74,184+16.8% | $62,881+37.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 15.85% | 21.38%-5.5pp | 17.74%-1.9pp | 20.14%-4.3pp |
| Employer contribution / active EE | $7,815 | $1,680+365.1% | $2,370+229.7% | $2,281+242.6% |
| Participant deferral / active EE | $13,442 | $2,856+370.6% | $3,550+278.7% | $3,203+319.7% |
| Admin fee / account holder | $3,798 | $4,261-10.9% | $5,586-32.0% | $4,296-11.6% |