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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 | $91,795 | $107,421-14.5% | $182,262-49.6% | $94,015-2.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 84.2%-4.2pp | 70.8%+9.2pp |
| Annual return | 17.90% | 21.32%-3.4pp | 140.60%-122.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $3,548 | $3,448+2.9% | $5,046-29.7% | $2,790+27.2% |
| Participant deferral / active EE | $7,482 | $6,558+14.1% | $8,276-9.6% | $4,249+76.1% |
| Admin fee / account holder | $2,723 | $8,692-68.7% | $16,712-83.7% | $8,951-69.6% |