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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 | $86,940-0.1% | $102,434-15.3% | $80,935+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 | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,225 | $2,370+36.1% | $3,023+6.7% | $2,757+17.0% |
| Participant deferral / active EE | $7,062 | $4,121+71.4% | $5,055+39.7% | $4,299+64.3% |
| Admin fee / account holder | $15,830 | $8,047+96.7% | $9,462+67.3% | $6,924+128.6% |