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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 | $86,949-1.3% | $102,460-16.3% | $80,959+6.0% |
| Participation rate | 87.8% | 72.4%+15.5pp | 76.5%+11.3pp | 67.7%+20.2pp |
| Annual return | 27.90% | 18.89%+9.0pp | 29.47%-1.6pp | 35.67%-7.8pp |
| Employer contribution / active EE | $3,122 | $2,370+31.7% | $3,025+3.2% | $2,757+13.2% |
| Participant deferral / active EE | $12,905 | $4,121+213.1% | $5,056+155.2% | $4,300+200.1% |
| Admin fee / account holder | $4,855 | $8,048-39.7% | $9,460-48.7% | $6,925-29.9% |