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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 | $89,504 | $77,460+15.5% | $100,378-10.8% | $80,925+10.6% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.8pp | 67.7%+15.7pp |
| Annual return | 19.46% | 37.24%-17.8pp | 49.41%-30.0pp | 35.65%-16.2pp |
| Employer contribution / active EE | $3,878 | $2,801+38.5% | $3,942-1.6% | $2,756+40.7% |
| Participant deferral / active EE | $7,258 | $6,818+6.5% | $8,087-10.2% | $4,299+68.9% |
| Admin fee / account holder | $1,537 | $5,887-73.9% | $7,899-80.5% | $6,940-77.8% |