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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 | $118,364 | $56,054+111.2% | $171,082-30.8% | $62,881+88.2% |
| Participation rate | 85.7% | 62.9%+22.8pp | 76.7%+9.0pp | 69.3%+16.4pp |
| Annual return | 7.53% | 22.52%-15.0pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,377 | $1,731+383.9% | $4,002+109.3% | $2,281+267.3% |
| Participant deferral / active EE | $4,958 | $3,158+57.0% | $4,797+3.4% | $3,203+54.8% |
| Admin fee / account holder | $7,641 | $3,647+109.5% | $8,520-10.3% | $4,296+77.9% |