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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 | $91,413 | $81,504+12.2% | $102,437-10.8% | $80,959+12.9% |
| Participation rate | 85.2% | 66.9%+18.3pp | 74.5%+10.7pp | 67.7%+17.5pp |
| Annual return | 15.09% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $5,555 | $3,104+79.0% | $3,871+43.5% | $2,757+101.5% |
| Participant deferral / active EE | $4,435 | $3,871+14.6% | $5,060-12.4% | $4,300+3.1% |
| Admin fee / account holder | $3,943 | $6,719-41.3% | $8,388-53.0% | $6,925-43.1% |