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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 | $94,439 | $78,423+20.4% | $95,964-1.6% | $79,856+18.3% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 10.76% | 19.37%-8.6pp | 91.64%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,068 | $1,945+57.7% | $2,541+20.7% | $2,471+24.1% |
| Participant deferral / active EE | $6,008 | $3,440+74.6% | $4,167+44.2% | $3,741+60.6% |
| Admin fee / account holder | $8,469 | $5,622+50.6% | $6,797+24.6% | $5,306+59.6% |