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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 | $93,588 | $78,423+19.3% | $95,964-2.5% | $79,856+17.2% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.8pp |
| Annual return | 18.36% | 19.37%-1.0pp | 91.64%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $6,015 | $1,945+209.2% | $2,541+136.7% | $2,471+143.4% |
| Participant deferral / active EE | $3,781 | $3,440+9.9% | $4,167-9.3% | $3,741+1.1% |
| Admin fee / account holder | $8,490 | $5,622+51.0% | $6,797+24.9% | $5,306+60.0% |