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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 | $93,601 | $68,586+36.5% | $120,380-22.2% | $80,911+15.7% |
| Participation rate | 81.8% | 61.6%+20.2pp | 71.9%+9.9pp | 67.6%+14.2pp |
| Annual return | 15.07% | 23.62%-8.5pp | 107.28%-92.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $3,902 | $2,053+90.1% | $3,465+12.6% | $2,756+41.6% |
| Participant deferral / active EE | $9,027 | $3,174+184.4% | $4,992+80.8% | $4,297+110.1% |
| Admin fee / account holder | $9,199 | $5,733+60.5% | $9,421-2.3% | $6,935+32.7% |