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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 | $97,648 | $94,439+3.4% | $73,658+32.6% | $154,746-36.9% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 18.32% | 28.25%-9.9pp | 29.72%-11.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,782 | $1,257+121.3% | $1,032+169.5% | $4,379-36.5% |
| Participant deferral / active EE | $8,728 | $2,527+245.4% | $2,062+323.3% | $6,730+29.7% |
| Admin fee / account holder | $1,096 | $3,843-71.5% | $3,357-67.4% | $14,365-92.4% |