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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 | $81,703 | $87,546-6.7% | $75,784+7.8% | $125,389-34.8% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | 28.31% | 13.49%+14.8pp | 9.68%+18.6pp | 282.24%-253.9pp |
| Employer contribution / active EE | $5,467 | $3,930+39.1% | $3,323+64.5% | $4,866+12.3% |
| Participant deferral / active EE | $8,688 | $4,230+105.4% | $3,652+137.9% | $5,352+62.3% |
| Admin fee / account holder | $1,800 | $6,503-72.3% | $5,300-66.0% | $9,541-81.1% |