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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 | $89,384 | $98,776-9.5% | $149,745-40.3% | $79,856+11.9% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.5%-2.2pp | 69.6%+10.6pp |
| Annual return | 28.85% | 27.38%+1.5pp | 276.72%-247.9pp | 31.71%-2.9pp |
| Employer contribution / active EE | $3,157 | $3,217-1.9% | $4,646-32.0% | $2,471+27.8% |
| Participant deferral / active EE | $11,024 | $5,681+94.0% | $6,843+61.1% | $3,741+194.7% |
| Admin fee / account holder | $3,419 | $6,053-43.5% | $9,312-63.3% | $5,306-35.6% |