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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 | $77,893 | $76,552+1.8% | $123,893-37.1% | $62,891+23.9% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 9.86% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,593 | $2,883+59.3% | $4,617-0.5% | $2,281+101.4% |
| Participant deferral / active EE | $9,951 | $4,840+105.6% | $5,984+66.3% | $3,203+210.7% |
| Admin fee / account holder | $8,098 | $4,826+67.8% | $8,357-3.1% | $4,296+88.5% |