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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 | $86,781 | $99,994-13.2% | $146,643-40.8% | $85,847+1.1% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.3pp |
| Annual return | 27.31% | 18.93%+8.4pp | 22.75%+4.6pp | 318.61%-291.3pp |
| Employer contribution / active EE | $2,542 | $2,559-0.7% | $4,137-38.6% | $2,565-0.9% |
| Participant deferral / active EE | $4,347 | $4,006+8.5% | $5,506-21.1% | $3,952+10.0% |
| Admin fee / account holder | $2,166 | $7,703-71.9% | $10,280-78.9% | $6,261-65.4% |