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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 | $93,268 | $77,638+20.1% | $156,551-40.4% | $62,881+48.3% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 7.91% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,745 | $3,444+37.8% | $5,501-13.7% | $2,281+108.0% |
| Participant deferral / active EE | $3,792 | $3,046+24.5% | $4,871-22.1% | $3,203+18.4% |
| Admin fee / account holder | $840 | $5,561-84.9% | $13,028-93.6% | $4,296-80.5% |