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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 | $97,915 | $85,766+14.2% | $136,295-28.2% | $70,131+39.6% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 15.12% | 31.45%-16.3pp | 5155.97%-5140.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $10,916 | $2,966+268.0% | $4,695+132.5% | $2,342+366.0% |
| Participant deferral / active EE | $4,068 | $5,051-19.5% | $6,247-34.9% | $3,332+22.1% |
| Admin fee / account holder | $2,508 | $5,420-53.7% | $9,243-72.9% | $4,645-46.0% |