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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 | $90,674-1.6% | $96,707-7.8% | $82,448+8.2% |
| Participation rate | 81.8% | 75.9%+5.9pp | 80.4%+1.5pp | 68.1%+13.8pp |
| Annual return | 32.86% | 49.05%-16.2pp | 34.78%-1.9pp | 41.64%-8.8pp |
| Employer contribution / active EE | $4,451 | $3,975+12.0% | $4,191+6.2% | $2,551+74.5% |
| Participant deferral / active EE | $9,530 | $5,696+67.3% | $5,997+58.9% | $4,139+130.2% |
| Admin fee / account holder | $5,099 | $7,568-32.6% | $7,503-32.0% | $7,234-29.5% |