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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 | $90,713 | $89,364+1.5% | $141,177-35.7% | $72,983+24.3% |
| Participation rate | 78.7% | 75.1%+3.6pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 23.45% | 111.86%-88.4pp | 71.40%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $3,320 | $3,115+6.6% | $4,736-29.9% | $2,440+36.1% |
| Participant deferral / active EE | $3,380 | $5,419-37.6% | $6,710-49.6% | $3,608-6.3% |
| Admin fee / account holder | $3,057 | $5,959-48.7% | $10,263-70.2% | $5,124-40.3% |