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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 | $96,446 | $60,444+59.6% | $68,948+39.9% | $82,448+17.0% |
| Participation rate | 93.0% | 73.6%+19.4pp | 79.2%+13.9pp | 68.1%+25.0pp |
| Annual return | 15.83% | 15.42%+0.4pp | 28.39%-12.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $8,952 | $3,449+159.5% | $4,165+114.9% | $2,551+250.9% |
| Participant deferral / active EE | $5,585 | $3,658+52.7% | $6,186-9.7% | $4,139+34.9% |
| Admin fee / account holder | $1,121 | $6,421-82.5% | $7,539-85.1% | $7,234-84.5% |