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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 | $110,221 | $77,908+41.5% | $149,696-26.4% | $75,173+46.6% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 18.85% | 31.73%-12.9pp | 134.46%-115.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $3,905 | $3,138+24.4% | $4,821-19.0% | $2,671+46.2% |
| Participant deferral / active EE | $8,438 | $3,411+147.4% | $5,682+48.5% | $4,126+104.5% |
| Admin fee / account holder | $5,196 | $5,950-12.7% | $13,212-60.7% | $5,651-8.0% |