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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 | $89,296 | $81,504+9.6% | $102,437-12.8% | $80,959+10.3% |
| Participation rate | 83.1% | 66.9%+16.2pp | 74.5%+8.5pp | 67.7%+15.4pp |
| Annual return | 17.17% | 25.60%-8.4pp | 24.95%-7.8pp | 35.67%-18.5pp |
| Employer contribution / active EE | $3,812 | $3,104+22.8% | $3,871-1.5% | $2,757+38.3% |
| Participant deferral / active EE | $9,415 | $3,871+143.2% | $5,060+86.1% | $4,300+118.9% |
| Admin fee / account holder | $2,231 | $6,719-66.8% | $8,388-73.4% | $6,925-67.8% |