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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 | $88,661 | $72,492+22.3% | $87,104+1.8% | $72,975+21.5% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.9%+3.5pp | 69.5%+10.8pp |
| Annual return | 29.81% | 24.46%+5.4pp | 28.19%+1.6pp | 81.01%-51.2pp |
| Employer contribution / active EE | $1,424 | $1,894-24.8% | $2,521-43.5% | $2,440-41.6% |
| Participant deferral / active EE | $7,483 | $3,270+128.9% | $4,048+84.8% | $3,608+107.4% |
| Admin fee / account holder | $9,776 | $5,055+93.4% | $7,491+30.5% | $5,124+90.8% |