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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 | $81,953 | $98,776-17.0% | $149,745-45.3% | $79,856+2.6% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 27.76% | 27.38%+0.4pp | 276.72%-249.0pp | 31.71%-3.9pp |
| Employer contribution / active EE | $7,315 | $3,217+127.4% | $4,646+57.5% | $2,471+196.0% |
| Participant deferral / active EE | $9,723 | $5,681+71.1% | $6,843+42.1% | $3,741+159.9% |
| Admin fee / account holder | $4,913 | $6,053-18.8% | $9,312-47.2% | $5,306-7.4% |