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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 | $91,282 | $76,551+19.2% | $123,894-26.3% | $62,881+45.2% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 9.41% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,013 | $2,882+4.5% | $4,617-34.7% | $2,281+32.1% |
| Participant deferral / active EE | $5,452 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $4,510 | $4,826-6.5% | $8,357-46.0% | $4,296+5.0% |