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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 | $86,881 | $77,816+11.6% | $123,552-29.7% | $64,173+35.4% |
| Participation rate | 80.6% | 74.7%+5.8pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | 11.71% | 12.49%-0.8pp | 119.20%-107.5pp | 7.63%+4.1pp |
| Employer contribution / active EE | $2,551 | $3,014-15.4% | $4,628-44.9% | $2,381+7.1% |
| Participant deferral / active EE | $5,828 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $5,627 | $5,519+2.0% | $9,285-39.4% | $4,887+15.1% |