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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 | $85,670 | $76,551+11.9% | $123,894-30.9% | $62,881+36.2% |
| Participation rate | 86.5% | 73.0%+13.6pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 12.66% | 18.68%-6.0pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $4,076 | $2,882+41.4% | $4,617-11.7% | $2,281+78.7% |
| Participant deferral / active EE | $9,047 | $4,840+86.9% | $5,984+51.2% | $3,203+182.5% |
| Admin fee / account holder | $6,199 | $4,826+28.5% | $8,357-25.8% | $4,296+44.3% |