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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 | $87,666 | $72,114+21.6% | $108,745-19.4% | $62,881+39.4% |
| Participation rate | 92.5% | 74.6%+17.9pp | 77.7%+14.8pp | 69.3%+23.2pp |
| Annual return | 9.91% | 13.41%-3.5pp | 46.22%-36.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $11,156 | $2,694+314.2% | $3,323+235.7% | $2,281+389.1% |
| Participant deferral / active EE | $6,438 | $4,044+59.2% | $5,121+25.7% | $3,203+101.0% |
| Admin fee / account holder | $5,265 | $4,608+14.3% | $6,144-14.3% | $4,296+22.6% |