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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 | $95,430 | $98,776-3.4% | $149,745-36.3% | $79,856+19.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.0pp |
| Annual return | 24.80% | 27.38%-2.6pp | 276.72%-251.9pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,623 | $3,217+12.6% | $4,646-22.0% | $2,471+46.6% |
| Participant deferral / active EE | $9,145 | $5,681+61.0% | $6,843+33.6% | $3,741+144.5% |
| Admin fee / account holder | $1,947 | $6,053-67.8% | $9,312-79.1% | $5,306-63.3% |