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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 | $91,476 | $108,825-15.9% | $156,181-41.4% | $82,448+11.0% |
| Participation rate | 97.3% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 17.74% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,485 | $2,870+21.4% | $4,294-18.8% | $2,551+36.6% |
| Participant deferral / active EE | $10,245 | $4,577+123.8% | $6,132+67.1% | $4,139+147.5% |
| Admin fee / account holder | $5,037 | $9,341-46.1% | $14,586-65.5% | $7,234-30.4% |