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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 | $91,572 | $77,638+17.9% | $156,551-41.5% | $62,881+45.6% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 10.90% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,139 | $3,444+49.2% | $5,501-6.6% | $2,281+125.3% |
| Participant deferral / active EE | $3,572 | $3,046+17.3% | $4,871-26.7% | $3,203+11.5% |
| Admin fee / account holder | $951 | $5,561-82.9% | $13,028-92.7% | $4,296-77.9% |