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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 | $85,678 | $87,059-1.6% | $105,608-18.9% | $80,925+5.9% |
| Participation rate | 76.8% | 70.4%+6.4pp | 75.3%+1.5pp | 67.7%+9.2pp |
| Annual return | 41.40% | 17.05%+24.4pp | 116.50%-75.1pp | 35.65%+5.8pp |
| Employer contribution / active EE | $3,565 | $2,396+48.8% | $3,167+12.6% | $2,756+29.4% |
| Participant deferral / active EE | $8,365 | $3,986+109.9% | $5,010+67.0% | $4,299+94.6% |
| Admin fee / account holder | $1,674 | $8,443-80.2% | $11,028-84.8% | $6,940-75.9% |