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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 | $94,204 | $77,816+21.1% | $123,552-23.8% | $64,173+46.8% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | 9.55% | 12.49%-2.9pp | 119.20%-109.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,951 | $3,014-2.1% | $4,628-36.2% | $2,381+23.9% |
| Participant deferral / active EE | $7,344 | $5,240+40.2% | $6,426+14.3% | $3,470+111.7% |
| Admin fee / account holder | $2,561 | $5,519-53.6% | $9,285-72.4% | $4,887-47.6% |