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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 | $87,822 | $78,707+11.6% | $117,861-25.5% | $70,126+25.2% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 20.75% | 23.30%-2.5pp | 335.11%-314.4pp | 73.15%-52.4pp |
| Employer contribution / active EE | $2,505 | $2,223+12.7% | $3,786-33.8% | $2,343+7.0% |
| Participant deferral / active EE | $6,565 | $3,297+99.1% | $4,482+46.5% | $3,332+97.1% |
| Admin fee / account holder | $2,870 | $5,066-43.3% | $8,021-64.2% | $4,645-38.2% |