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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 | $117,836 | $89,370+31.9% | $141,197-16.5% | $72,976+61.5% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.7pp | 69.5%+18.6pp |
| Annual return | 28.57% | 111.88%-83.3pp | 71.41%-42.8pp | 81.02%-52.4pp |
| Employer contribution / active EE | $4,054 | $3,115+30.1% | $4,736-14.4% | $2,440+66.1% |
| Participant deferral / active EE | $9,126 | $5,419+68.4% | $6,710+36.0% | $3,608+153.0% |
| Admin fee / account holder | $9,076 | $5,957+52.4% | $10,265-11.6% | $5,124+77.1% |