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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 | $113,080 | $77,638+45.7% | $156,551-27.8% | $62,881+79.8% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,934 | $3,444+101.3% | $5,501+26.0% | $2,281+204.0% |
| Participant deferral / active EE | $5,707 | $3,046+87.4% | $4,871+17.2% | $3,203+78.2% |
| Admin fee / account holder | $1,075 | $5,561-80.7% | $13,028-91.7% | $4,296-75.0% |