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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 | $91,468 | $91,120+0.4% | $161,149-43.2% | $64,097+42.7% |
| Participation rate | 82.5% | 62.2%+20.3pp | 78.8%+3.7pp | 55.2%+27.3pp |
| Annual return | 18.90% | 17.95%+1.0pp | 21.16%-2.3pp | 34.64%-15.7pp |
| Employer contribution / active EE | $4,875 | $2,284+113.4% | $4,360+11.8% | $1,891+157.7% |
| Participant deferral / active EE | $6,691 | $3,708+80.4% | $6,153+8.7% | $3,080+117.3% |
| Admin fee / account holder | $3,341 | $4,535-26.3% | $15,194-78.0% | $3,454-3.3% |