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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 | $86,658 | $78,670+10.2% | $109,173-20.6% | $85,847+0.9% |
| Participation rate | 79.5% | 68.3%+11.3pp | 75.9%+3.7pp | 69.3%+10.2pp |
| Annual return | 16.37% | 25.09%-8.7pp | 25.75%-9.4pp | 318.61%-302.2pp |
| Employer contribution / active EE | $3,084 | $2,734+12.8% | $3,723-17.2% | $2,565+20.2% |
| Participant deferral / active EE | $7,352 | $3,467+112.0% | $4,654+58.0% | $3,952+86.0% |
| Admin fee / account holder | $8,433 | $5,469+54.2% | $6,755+24.8% | $6,261+34.7% |