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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 | $86,187 | $87,059-1.0% | $105,608-18.4% | $80,925+6.5% |
| Participation rate | 88.9% | 70.4%+18.4pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 25.04% | 17.05%+8.0pp | 116.50%-91.5pp | 35.65%-10.6pp |
| Employer contribution / active EE | $5,920 | $2,396+147.0% | $3,167+86.9% | $2,756+114.8% |
| Participant deferral / active EE | $13,995 | $3,986+251.1% | $5,010+179.4% | $4,299+225.6% |
| Admin fee / account holder | $7,409 | $8,443-12.2% | $11,028-32.8% | $6,940+6.8% |