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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 | $94,461 | $76,551+23.4% | $123,894-23.8% | $62,881+50.2% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 7.96% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,321 | $2,882+15.2% | $4,617-28.1% | $2,281+45.6% |
| Participant deferral / active EE | $8,996 | $4,840+85.9% | $5,984+50.3% | $3,203+180.9% |
| Admin fee / account holder | $1,149 | $4,826-76.2% | $8,357-86.2% | $4,296-73.2% |