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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 | $88,706 | $71,197+24.6% | $93,669-5.3% | $80,925+9.6% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.7%+13.1pp |
| Annual return | 13.58% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,779 | $1,565+141.5% | $2,424+55.9% | $2,756+37.1% |
| Participant deferral / active EE | $9,098 | $4,036+125.4% | $4,416+106.0% | $4,299+111.6% |
| Admin fee / account holder | $3,718 | $6,959-46.6% | $8,291-55.2% | $6,940-46.4% |