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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 | $106,864-20.2% | $147,318-42.1% | $82,637+3.1% |
| Participation rate | 77.1% | 75.5%+1.6pp | 82.1%-4.9pp | 68.1%+9.1pp |
| Annual return | 30.40% | 27.49%+2.9pp | 70.43%-40.0pp | 53.51%-23.1pp |
| Employer contribution / active EE | $3,989 | $3,417+16.7% | $4,593-13.2% | $2,552+56.3% |
| Participant deferral / active EE | $8,357 | $6,496+28.7% | $7,906+5.7% | $4,126+102.5% |
| Admin fee / account holder | $6,385 | $8,415-24.1% | $13,708-53.4% | $7,339-13.0% |