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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 | $94,533 | $84,236+12.2% | $170,435-44.5% | $70,126+34.8% |
| Participation rate | 89.7% | 70.8%+18.8pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 15.39% | 23.06%-7.7pp | 205.94%-190.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $6,094 | $3,387+79.9% | $5,432+12.2% | $2,343+160.2% |
| Participant deferral / active EE | $8,018 | $3,086+159.8% | $4,939+62.3% | $3,332+140.6% |
| Admin fee / account holder | $7,837 | $5,698+37.5% | $13,881-43.5% | $4,645+68.7% |