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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 | $95,352 | $51,708+84.4% | $106,619-10.6% | $62,881+51.6% |
| Participation rate | 98.8% | 66.9%+31.9pp | 78.0%+20.8pp | 69.3%+29.4pp |
| Annual return | 8.02% | 4.69%+3.3pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,750 | $1,764+112.6% | $3,947-5.0% | $2,281+64.4% |
| Participant deferral / active EE | $5,314 | $2,315+129.5% | $3,930+35.2% | $3,203+65.9% |
| Admin fee / account holder | $4,603 | $3,349+37.5% | $6,418-28.3% | $4,296+7.2% |