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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 | $91,636 | $76,407+19.9% | $150,298-39.0% | $82,448+11.1% |
| Participation rate | 87.3% | 66.4%+20.9pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 19.45% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,937 | $2,614+203.6% | $4,154+91.1% | $2,551+211.2% |
| Participant deferral / active EE | $5,843 | $3,214+81.8% | $5,453+7.2% | $4,139+41.2% |
| Admin fee / account holder | $7,795 | $6,352+22.7% | $14,116-44.8% | $7,234+7.7% |