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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 | $85,228 | $99,875-14.7% | $146,866-42.0% | $86,983-2.0% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.5%+7.6pp |
| Annual return | 30.40% | 28.10%+2.3pp | 102.85%-72.5pp | 25.83%+4.6pp |
| Employer contribution / active EE | $3,989 | $3,224+23.7% | $4,425-9.9% | $2,584+54.3% |
| Participant deferral / active EE | $8,357 | $6,322+32.2% | $7,759+7.7% | $4,194+99.3% |
| Admin fee / account holder | $6,385 | $7,838-18.5% | $13,620-53.1% | $7,856-18.7% |