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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 | $86,473 | $106,749-19.0% | $145,433-40.5% | $82,448+4.9% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 28.93% | 27.59%+1.3pp | 66.58%-37.6pp | 41.64%-12.7pp |
| Employer contribution / active EE | $3,668 | $3,444+6.5% | $4,554-19.5% | $2,551+43.8% |
| Participant deferral / active EE | $9,453 | $6,519+45.0% | $7,897+19.7% | $4,139+128.4% |
| Admin fee / account holder | $2,067 | $8,390-75.4% | $13,129-84.3% | $7,234-71.4% |