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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 | $116,793 | $109,359+6.8% | $162,185-28.0% | $72,976+60.0% |
| Participation rate | 87.9% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 26.36% | 25.46%+0.9pp | 115.61%-89.2pp | 81.02%-54.7pp |
| Employer contribution / active EE | $4,632 | $3,907+18.5% | $5,613-17.5% | $2,440+89.8% |
| Participant deferral / active EE | $9,943 | $5,481+81.4% | $7,297+36.3% | $3,608+175.6% |
| Admin fee / account holder | $5,763 | $7,972-27.7% | $10,844-46.9% | $5,124+12.5% |