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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 | $98,305 | $69,977+40.5% | $108,582-9.5% | $62,881+56.3% |
| Participation rate | 96.5% | 72.9%+23.6pp | 79.6%+16.9pp | 69.3%+27.2pp |
| Annual return | 5.91% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,721 | $2,135+214.8% | $3,758+78.8% | $2,281+194.7% |
| Participant deferral / active EE | $6,885 | $3,165+117.5% | $4,311+59.7% | $3,203+114.9% |
| Admin fee / account holder | $7,456 | $5,076+46.9% | $7,645-2.5% | $4,296+73.6% |