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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 | $86,812 | $86,938-0.1% | $102,423-15.2% | $80,925+7.3% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.7%+23.5pp |
| Annual return | 13.03% | 18.89%-5.9pp | 29.42%-16.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,225 | $2,369+36.1% | $3,023+6.7% | $2,756+17.0% |
| Participant deferral / active EE | $7,062 | $4,120+71.4% | $5,054+39.7% | $4,299+64.3% |
| Admin fee / account holder | $15,830 | $8,053+96.6% | $9,455+67.4% | $6,940+128.1% |