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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 | $90,306 | $91,439-1.2% | $135,974-33.6% | $71,511+26.3% |
| Participation rate | 86.1% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 19.74% | 29.90%-10.2pp | 68.30%-48.6pp | 28.86%-9.1pp |
| Employer contribution / active EE | $6,897 | $3,705+86.2% | $4,859+42.0% | $2,589+166.4% |
| Participant deferral / active EE | $10,909 | $7,093+53.8% | $7,760+40.6% | $4,291+154.2% |
| Admin fee / account holder | $2,731 | $1,267+115.6% | $10,767-74.6% | $1,588+71.9% |