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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 | $87,421 | $48,078+81.8% | $78,676+11.1% | $62,881+39.0% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.0pp | 69.3%+19.3pp |
| Annual return | 8.31% | 31.36%-23.0pp | 62.19%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,278 | $2,015+13.1% | $2,850-20.1% | $2,281-0.1% |
| Participant deferral / active EE | $3,663 | $2,587+41.6% | $3,517+4.2% | $3,203+14.4% |
| Admin fee / account holder | $8,423 | $3,206+162.7% | $4,510+86.8% | $4,296+96.1% |