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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 | $92,369 | $110,240-16.2% | $96,544-4.3% | $139,487-33.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 32.62% | 26.41%+6.2pp | 25.88%+6.7pp | 373.84%-341.2pp |
| Employer contribution / active EE | $3,772 | $3,622+4.1% | $2,966+27.2% | $4,755-20.7% |
| Participant deferral / active EE | $12,394 | $5,549+123.4% | $4,851+155.5% | $6,713+84.6% |
| Admin fee / account holder | $66,664 | $11,602+474.6% | $8,254+707.6% | $11,407+484.4% |