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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 | $68,705+40.4% | $86,279+11.8% | $82,637+16.7% |
| Participation rate | 93.0% | 73.5%+19.6pp | 78.7%+14.3pp | 68.1%+25.0pp |
| Annual return | 15.83% | 16.81%-1.0pp | 30.40%-14.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $8,952 | $3,714+141.0% | $4,663+92.0% | $2,552+250.8% |
| Participant deferral / active EE | $5,585 | $4,188+33.4% | $5,658-1.3% | $4,126+35.4% |
| Admin fee / account holder | $1,121 | $6,541-82.9% | $10,485-89.3% | $7,339-84.7% |