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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 | $114,839 | $65,027+76.6% | $90,970+26.2% | $79,852+43.8% |
| Participation rate | 94.0% | 61.6%+32.4pp | 69.0%+25.0pp | 69.6%+24.4pp |
| Annual return | 22.97% | 30.45%-7.5pp | 134.58%-111.6pp | 31.72%-8.7pp |
| Employer contribution / active EE | $1,958 | $1,247+56.9% | $2,122-7.8% | $2,471-20.8% |
| Participant deferral / active EE | $8,498 | $2,512+238.3% | $3,373+151.9% | $3,740+127.2% |
| Admin fee / account holder | $1,196 | $4,535-73.6% | $5,960-79.9% | $5,306-77.5% |