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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 | $98,414 | $78,428+25.5% | $95,960+2.6% | $79,852+23.2% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.4pp |
| Annual return | 13.32% | 19.37%-6.1pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,749 | $1,945+92.7% | $2,541+47.5% | $2,471+51.7% |
| Participant deferral / active EE | $8,313 | $3,440+141.7% | $4,167+99.5% | $3,740+122.2% |
| Admin fee / account holder | $17,264 | $5,622+207.1% | $6,797+154.0% | $5,306+225.4% |