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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 | $95,330 | $48,078+98.3% | $78,676+21.2% | $62,881+51.6% |
| Participation rate | 86.0% | 65.2%+20.8pp | 73.6%+12.5pp | 69.3%+16.7pp |
| Annual return | 7.81% | 31.36%-23.5pp | 62.19%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,433 | $2,015+70.4% | $2,850+20.5% | $2,281+50.5% |
| Participant deferral / active EE | $5,865 | $2,587+126.7% | $3,517+66.8% | $3,203+83.1% |
| Admin fee / account holder | $11,388 | $3,206+255.2% | $4,510+152.5% | $4,296+165.1% |