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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 | $149,902 | $82,032+82.7% | $123,106+21.8% | $59,633+151.4% |
| Participation rate | 86.4% | 83.2%+3.2pp | 86.8%-0.4pp | 68.7%+17.7pp |
| Annual return | 7.52% | 5.12%+2.4pp | 13.22%-5.7pp | 2041.40%-2033.9pp |
| Employer contribution / active EE | $9,970 | $3,297+202.4% | $5,151+93.6% | $2,203+352.6% |
| Participant deferral / active EE | $5,638 | $4,667+20.8% | $6,229-9.5% | $3,192+76.6% |
| Admin fee / account holder | $1,952 | $5,881-66.8% | $9,015-78.3% | $4,297-54.6% |