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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 | $96,028 | $51,708+85.7% | $106,619-9.9% | $62,881+52.7% |
| Participation rate | 85.7% | 66.9%+18.8pp | 78.0%+7.7pp | 69.3%+16.4pp |
| Annual return | 11.01% | 4.69%+6.3pp | 9.42%+1.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $8,438 | $1,764+378.5% | $3,947+113.8% | $2,281+270.0% |
| Participant deferral / active EE | $1,028 | $2,315-55.6% | $3,930-73.8% | $3,203-67.9% |
| Admin fee / account holder | $701 | $3,349-79.1% | $6,418-89.1% | $4,296-83.7% |