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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 | $81,890 | $93,598-12.5% | $135,974-39.8% | $75,173+8.9% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 20.91% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $3,152 | $3,538-10.9% | $4,859-35.1% | $2,671+18.0% |
| Participant deferral / active EE | $9,234 | $6,405+44.2% | $7,760+19.0% | $4,126+123.8% |
| Admin fee / account holder | $4,329 | $6,978-38.0% | $10,767-59.8% | $5,651-23.4% |