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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 | $89,183 | $93,692-4.8% | $116,538-23.5% | $86,983+2.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 32.86% | 26.00%+6.9pp | 17.97%+14.9pp | 25.83%+7.0pp |
| Employer contribution / active EE | $4,451 | $3,831+16.2% | $4,541-2.0% | $2,584+72.2% |
| Participant deferral / active EE | $9,530 | $5,612+69.8% | $6,207+53.5% | $4,194+127.2% |
| Admin fee / account holder | $5,099 | $7,586-32.8% | $8,737-41.6% | $7,856-35.1% |