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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 | $103,090 | $84,236+22.4% | $170,435-39.5% | $70,126+47.0% |
| Participation rate | 91.1% | 70.8%+20.3pp | 83.6%+7.5pp | 69.5%+21.6pp |
| Annual return | 18.58% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $7,802 | $3,387+130.3% | $5,432+43.6% | $2,343+233.1% |
| Participant deferral / active EE | $4,714 | $3,086+52.8% | $4,939-4.6% | $3,332+41.5% |
| Admin fee / account holder | $2,809 | $5,698-50.7% | $13,881-79.8% | $4,645-39.5% |