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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 | $87,642 | $109,359-19.9% | $162,171-46.0% | $72,983+20.1% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 27.81% | 25.46%+2.4pp | 115.60%-87.8pp | 81.01%-53.2pp |
| Employer contribution / active EE | $5,617 | $3,907+43.8% | $5,613+0.1% | $2,440+130.2% |
| Participant deferral / active EE | $11,683 | $5,481+113.2% | $7,297+60.1% | $3,608+223.9% |
| Admin fee / account holder | $1,879 | $7,972-76.4% | $10,843-82.7% | $5,124-63.3% |