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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 | $89,875 | $61,390+46.4% | $112,228-19.9% | $75,177+19.6% |
| Participation rate | 93.4% | 61.6%+31.8pp | 72.4%+21.0pp | 67.2%+26.2pp |
| Annual return | 13.77% | 28.47%-14.7pp | 30.23%-16.5pp | 160.75%-147.0pp |
| Employer contribution / active EE | $4,919 | $2,015+144.2% | $3,432+43.3% | $2,671+84.1% |
| Participant deferral / active EE | $7,187 | $3,108+131.2% | $4,800+49.7% | $4,126+74.2% |
| Admin fee / account holder | $3,754 | $4,862-22.8% | $7,752-51.6% | $5,651-33.6% |