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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 | $91,790 | $89,370+2.7% | $141,197-35.0% | $72,976+25.8% |
| Participation rate | 76.5% | 75.1%+1.3pp | 82.5%-6.0pp | 69.5%+7.0pp |
| Annual return | 19.55% | 111.88%-92.3pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $890 | $3,115-71.4% | $4,736-81.2% | $2,440-63.5% |
| Participant deferral / active EE | $8,709 | $5,419+60.7% | $6,710+29.8% | $3,608+141.4% |
| Admin fee / account holder | $6,484 | $5,957+8.8% | $10,265-36.8% | $5,124+26.5% |