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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 | $98,880 | $69,977+41.3% | $108,582-8.9% | $62,881+57.2% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 7.76% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,930 | $2,135+130.9% | $3,758+31.2% | $2,281+116.2% |
| Participant deferral / active EE | $7,081 | $3,165+123.7% | $4,311+64.2% | $3,203+121.1% |
| Admin fee / account holder | $7,687 | $5,076+51.4% | $7,645+0.5% | $4,296+78.9% |