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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 | $92,304 | $93,345-1.1% | $119,126-22.5% | $87,485+5.5% |
| Participation rate | 86.1% | 68.7%+17.4pp | 75.8%+10.4pp | 68.9%+17.2pp |
| Annual return | 24.90% | 19.08%+5.8pp | 282.11%-257.2pp | 26.06%-1.2pp |
| Employer contribution / active EE | $3,200 | $3,172+0.9% | $4,034-20.7% | $2,596+23.3% |
| Participant deferral / active EE | $7,385 | $4,099+80.2% | $5,318+38.9% | $4,274+72.8% |
| Admin fee / account holder | $3,384 | $8,039-57.9% | $10,693-68.4% | $7,775-56.5% |