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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 | $94,293 | $80,992+16.4% | $96,534-2.3% | $75,173+25.4% |
| Participation rate | 85.2% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.0pp |
| Annual return | 15.95% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,243 | $2,283+42.0% | $2,965+9.3% | $2,671+21.4% |
| Participant deferral / active EE | $8,354 | $3,929+112.6% | $4,851+72.2% | $4,126+102.5% |
| Admin fee / account holder | $5,317 | $6,717-20.9% | $8,253-35.6% | $5,651-5.9% |