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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 | $87,011 | $88,360-1.5% | $145,433-40.2% | $67,986+28.0% |
| Participation rate | 88.1% | 65.5%+22.6pp | 82.1%+6.0pp | 57.2%+30.9pp |
| Annual return | 16.01% | 63.15%-47.1pp | 66.58%-50.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $3,300 | $3,054+8.1% | $4,554-27.5% | $2,019+63.5% |
| Participant deferral / active EE | $8,541 | $5,932+44.0% | $7,897+8.1% | $3,358+154.3% |
| Admin fee / account holder | $5,533 | $3,313+67.0% | $13,129-57.9% | $3,203+72.7% |