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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 | $85,805 | $86,922-1.3% | $102,438-16.2% | $80,874+6.1% |
| Participation rate | 87.8% | 72.4%+15.5pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 27.90% | 18.90%+9.0pp | 29.37%-1.5pp | 35.62%-7.7pp |
| Employer contribution / active EE | $3,122 | $2,369+31.7% | $3,024+3.2% | $2,756+13.3% |
| Participant deferral / active EE | $12,905 | $4,119+213.3% | $5,054+155.4% | $4,297+200.3% |
| Admin fee / account holder | $4,855 | $8,050-39.7% | $9,448-48.6% | $6,935-30.0% |