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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 | $84,969 | $70,486+20.5% | $100,528-15.5% | $79,852+6.4% |
| Participation rate | 95.9% | 73.6%+22.3pp | 79.4%+16.5pp | 69.6%+26.3pp |
| Annual return | 27.14% | 21.90%+5.2pp | 30.90%-3.8pp | 31.72%-4.6pp |
| Employer contribution / active EE | $7,051 | $2,165+225.7% | $3,419+106.2% | $2,471+185.3% |
| Participant deferral / active EE | $9,851 | $5,182+90.1% | $6,271+57.1% | $3,740+163.4% |
| Admin fee / account holder | $1,208 | $4,480-73.0% | $8,084-85.1% | $5,306-77.2% |