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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 | $71,208+24.6% | $93,681-5.3% | $80,911+9.6% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.6%+13.1pp |
| Annual return | 13.58% | 11.27%+2.3pp | 133.47%-119.9pp | 35.63%-22.0pp |
| Employer contribution / active EE | $3,779 | $1,564+141.5% | $2,422+56.0% | $2,756+37.1% |
| Participant deferral / active EE | $9,098 | $4,035+125.5% | $4,415+106.1% | $4,297+111.7% |
| Admin fee / account holder | $3,718 | $6,951-46.5% | $8,290-55.1% | $6,935-46.4% |