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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 | $96,268-0.9% | $143,412-33.5% | $86,983+9.6% |
| Participation rate | 83.3% | 74.6%+8.7pp | 78.5%+4.9pp | 69.5%+13.8pp |
| Annual return | 22.49% | 25.47%-3.0pp | 256.99%-234.5pp | 25.83%-3.3pp |
| Employer contribution / active EE | $3,362 | $3,080+9.1% | $3,748-10.3% | $2,584+30.1% |
| Participant deferral / active EE | $7,370 | $6,001+22.8% | $6,816+8.1% | $4,194+75.7% |
| Admin fee / account holder | $1,959 | $7,778-74.8% | $11,396-82.8% | $7,856-75.1% |