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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 | $87,071 | $76,551+13.7% | $123,894-29.7% | $62,881+38.5% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,748 | $2,882+30.0% | $4,617-18.8% | $2,281+64.3% |
| Participant deferral / active EE | $5,140 | $4,840+6.2% | $5,984-14.1% | $3,203+60.5% |
| Admin fee / account holder | $10,662 | $4,826+120.9% | $8,357+27.6% | $4,296+148.2% |