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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 | $106,749-20.2% | $145,433-41.4% | $82,448+3.4% |
| Participation rate | 77.1% | 75.6%+1.5pp | 82.1%-5.0pp | 68.1%+9.1pp |
| Annual return | 30.40% | 27.59%+2.8pp | 66.58%-36.2pp | 41.64%-11.2pp |
| Employer contribution / active EE | $3,989 | $3,444+15.8% | $4,554-12.4% | $2,551+56.4% |
| Participant deferral / active EE | $8,357 | $6,519+28.2% | $7,897+5.8% | $4,139+101.9% |
| Admin fee / account holder | $6,385 | $8,390-23.9% | $13,129-51.4% | $7,234-11.7% |