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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 | $95,873 | $89,370+7.3% | $141,197-32.1% | $72,976+31.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 23.28% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $3,828 | $3,115+22.9% | $4,736-19.2% | $2,440+56.9% |
| Participant deferral / active EE | $8,059 | $5,419+48.7% | $6,710+20.1% | $3,608+123.4% |
| Admin fee / account holder | $2,771 | $5,957-53.5% | $10,265-73.0% | $5,124-45.9% |