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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 | $82,072 | $76,551+7.2% | $123,894-33.8% | $62,881+30.5% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,509 | $2,882+21.7% | $4,617-24.0% | $2,281+53.8% |
| Participant deferral / active EE | $5,825 | $4,840+20.4% | $5,984-2.7% | $3,203+81.9% |
| Admin fee / account holder | $9,448 | $4,826+95.8% | $8,357+13.1% | $4,296+119.9% |