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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 | $90,960 | $93,598-2.8% | $135,974-33.1% | $75,173+21.0% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 18.76% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,856 | $3,538+9.0% | $4,859-20.6% | $2,671+44.4% |
| Participant deferral / active EE | $7,885 | $6,405+23.1% | $7,760+1.6% | $4,126+91.1% |
| Admin fee / account holder | $4,163 | $6,978-40.3% | $10,767-61.3% | $5,651-26.3% |