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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 | $80,075 | $98,776-18.9% | $149,745-46.5% | $79,856+0.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 29.35% | 27.38%+2.0pp | 276.72%-247.4pp | 31.71%-2.4pp |
| Employer contribution / active EE | $3,940 | $3,217+22.5% | $4,646-15.2% | $2,471+59.4% |
| Participant deferral / active EE | $7,553 | $5,681+32.9% | $6,843+10.4% | $3,741+101.9% |
| Admin fee / account holder | $2,428 | $6,053-59.9% | $9,312-73.9% | $5,306-54.2% |