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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 | $107,580 | $84,236+27.7% | $170,435-36.9% | $70,126+53.4% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 20.74% | 23.06%-2.3pp | 205.94%-185.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $6,339 | $3,387+87.1% | $5,432+16.7% | $2,343+170.6% |
| Participant deferral / active EE | $4,570 | $3,086+48.1% | $4,939-7.5% | $3,332+37.2% |
| Admin fee / account holder | $7,114 | $5,698+24.8% | $13,881-48.8% | $4,645+53.1% |