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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 | $89,891 | $93,598-4.0% | $135,974-33.9% | $75,173+19.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 20.28% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,551 | $3,538+0.4% | $4,859-26.9% | $2,671+32.9% |
| Participant deferral / active EE | $6,968 | $6,405+8.8% | $7,760-10.2% | $4,126+68.9% |
| Admin fee / account holder | $11,373 | $6,978+63.0% | $10,767+5.6% | $5,651+101.3% |