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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 | $87,641 | $89,364-1.9% | $141,177-37.9% | $72,983+20.1% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.3pp | 69.5%+17.3pp |
| Annual return | 23.81% | 111.86%-88.0pp | 71.40%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,395 | $3,115+9.0% | $4,736-28.3% | $2,440+39.1% |
| Participant deferral / active EE | $8,025 | $5,419+48.1% | $6,710+19.6% | $3,608+122.5% |
| Admin fee / account holder | $7,146 | $5,959+19.9% | $10,263-30.4% | $5,124+39.5% |