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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 | $70,367 | $67,703+3.9% | $127,803-44.9% | $65,185+7.9% |
| Participation rate | 84.7% | 74.5%+10.2pp | 79.0%+5.7pp | 70.2%+14.5pp |
| Annual return | 24.63% | 24.36%+0.3pp | 26.14%-1.5pp | 29.38%-4.8pp |
| Employer contribution / active EE | $6,566 | $3,724+76.3% | $4,576+43.5% | $2,177+201.7% |
| Participant deferral / active EE | $9,212 | $4,787+92.4% | $6,023+52.9% | $3,514+162.2% |
| Admin fee / account holder | $9,152 | $618+1379.9% | $9,399-2.6% | $847+980.3% |