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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 | $82,056 | $91,439-10.3% | $135,974-39.7% | $71,511+14.7% |
| Participation rate | 86.9% | 75.7%+11.2pp | 81.9%+5.0pp | 67.9%+19.0pp |
| Annual return | 18.68% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.2pp |
| Employer contribution / active EE | $3,443 | $3,705-7.1% | $4,859-29.1% | $2,589+33.0% |
| Participant deferral / active EE | $10,399 | $7,093+46.6% | $7,760+34.0% | $4,291+142.4% |
| Admin fee / account holder | $1,731 | $1,267+36.7% | $10,767-83.9% | $1,588+9.0% |