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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 | $89,814 | $76,834+16.9% | $108,359-17.1% | $87,485+2.7% |
| Participation rate | 79.7% | 61.7%+18.0pp | 70.1%+9.6pp | 68.9%+10.8pp |
| Annual return | 20.99% | 19.09%+1.9pp | 36.89%-15.9pp | 26.06%-5.1pp |
| Employer contribution / active EE | $2,231 | $1,556+43.3% | $2,399-7.0% | $2,596-14.1% |
| Participant deferral / active EE | $5,112 | $3,100+64.9% | $4,137+23.6% | $4,274+19.6% |
| Admin fee / account holder | $3,502 | $6,537-46.4% | $9,741-64.1% | $7,775-55.0% |