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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 | $85,641 | $77,638+10.3% | $156,551-45.3% | $62,881+36.2% |
| Participation rate | 83.8% | 71.2%+12.6pp | 84.0%-0.2pp | 69.3%+14.5pp |
| Annual return | 9.43% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $5,687 | $3,444+65.1% | $5,501+3.4% | $2,281+149.3% |
| Participant deferral / active EE | $4,646 | $3,046+52.6% | $4,871-4.6% | $3,203+45.1% |
| Admin fee / account holder | $1,996 | $5,561-64.1% | $13,028-84.7% | $4,296-53.5% |