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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 | $93,644 | $77,896+20.2% | $134,172-30.2% | $82,448+13.6% |
| Participation rate | 85.0% | 62.8%+22.2pp | 72.5%+12.5pp | 68.1%+16.9pp |
| Annual return | 23.30% | 18.21%+5.1pp | 25.30%-2.0pp | 41.64%-18.3pp |
| Employer contribution / active EE | $4,209 | $2,159+94.9% | $3,420+23.1% | $2,551+65.0% |
| Participant deferral / active EE | $8,246 | $3,162+160.8% | $4,690+75.8% | $4,139+99.2% |
| Admin fee / account holder | $10,145 | $6,336+60.1% | $12,016-15.6% | $7,234+40.2% |