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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 | $96,952 | $77,638+24.9% | $156,551-38.1% | $62,881+54.2% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 9.17% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,881 | $3,444-45.4% | $5,501-65.8% | $2,281-17.5% |
| Participant deferral / active EE | $4,858 | $3,046+59.5% | $4,871-0.3% | $3,203+51.7% |
| Admin fee / account holder | $10,310 | $5,561+85.4% | $13,028-20.9% | $4,296+140.0% |