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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 | $116,653 | $77,638+50.3% | $156,551-25.5% | $62,881+85.5% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,107 | $3,444+19.3% | $5,501-25.3% | $2,281+80.1% |
| Participant deferral / active EE | $3,140 | $3,046+3.1% | $4,871-35.5% | $3,203-2.0% |
| Admin fee / account holder | $5,286 | $5,561-4.9% | $13,028-59.4% | $4,296+23.1% |