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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 | $85,116 | $76,551+11.2% | $123,894-31.3% | $62,881+35.4% |
| Participation rate | 75.7% | 73.0%+2.7pp | 81.4%-5.7pp | 69.3%+6.4pp |
| Annual return | 11.56% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $3,443 | $2,882+19.4% | $4,617-25.4% | $2,281+50.9% |
| Participant deferral / active EE | $9,614 | $4,840+98.6% | $5,984+60.7% | $3,203+200.2% |
| Admin fee / account holder | $2,121 | $4,826-56.1% | $8,357-74.6% | $4,296-50.6% |