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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 | $90,923 | $106,749-14.8% | $145,433-37.5% | $82,448+10.3% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 89.97% | 27.59%+62.4pp | 66.58%+23.4pp | 41.64%+48.3pp |
| Employer contribution / active EE | $4,518 | $3,444+31.2% | $4,554-0.8% | $2,551+77.1% |
| Participant deferral / active EE | $8,691 | $6,519+33.3% | $7,897+10.0% | $4,139+110.0% |
| Admin fee / account holder | $914 | $8,390-89.1% | $13,129-93.0% | $7,234-87.4% |