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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 | $95,370 | $98,652-3.3% | $142,942-33.3% | $82,448+15.7% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.8%+6.5pp | 68.1%+15.3pp |
| Annual return | 22.49% | 22.65%-0.2pp | 113.70%-91.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $3,362 | $3,211+4.7% | $4,139-18.8% | $2,551+31.8% |
| Participant deferral / active EE | $7,370 | $5,580+32.1% | $7,128+3.4% | $4,139+78.0% |
| Admin fee / account holder | $1,959 | $8,078-75.8% | $12,475-84.3% | $7,234-72.9% |