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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 | $95,081 | $77,817+22.2% | $123,553-23.0% | $64,173+48.2% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | 6.52% | 12.49%-6.0pp | 119.21%-112.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $4,195 | $3,014+39.2% | $4,628-9.4% | $2,381+76.2% |
| Participant deferral / active EE | $10,005 | $5,240+90.9% | $6,426+55.7% | $3,470+188.4% |
| Admin fee / account holder | $2,214 | $5,519-59.9% | $9,284-76.2% | $4,887-54.7% |