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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 | $86,265 | $93,598-7.8% | $135,974-36.6% | $75,173+14.8% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.3pp | 67.2%+9.5pp |
| Annual return | 27.24% | 30.89%-3.7pp | 68.30%-41.1pp | 160.72%-133.5pp |
| Employer contribution / active EE | $3,353 | $3,538-5.2% | $4,859-31.0% | $2,671+25.5% |
| Participant deferral / active EE | $8,456 | $6,405+32.0% | $7,760+9.0% | $4,126+104.9% |
| Admin fee / account holder | $5,593 | $6,978-19.8% | $10,767-48.0% | $5,651-1.0% |