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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 | $95,224 | $84,236+13.0% | $170,435-44.1% | $70,126+35.8% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $6,520 | $3,387+92.5% | $5,432+20.0% | $2,343+178.3% |
| Participant deferral / active EE | $3,017 | $3,086-2.2% | $4,939-38.9% | $3,332-9.5% |
| Admin fee / account holder | $3,692 | $5,698-35.2% | $13,881-73.4% | $4,645-20.5% |