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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 | $86,466 | $78,423+10.3% | $95,964-9.9% | $79,856+8.3% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 10.76% | 19.37%-8.6pp | 91.64%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,572 | $1,945-19.2% | $2,541-38.1% | $2,471-36.4% |
| Participant deferral / active EE | $8,019 | $3,440+133.1% | $4,167+92.5% | $3,741+114.4% |
| Admin fee / account holder | $7,962 | $5,622+41.6% | $6,797+17.1% | $5,306+50.1% |