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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 | $83,089 | $58,493+42.0% | $84,023-1.1% | $72,976+13.9% |
| Participation rate | 85.5% | 61.2%+24.2pp | 69.0%+16.4pp | 69.5%+16.0pp |
| Annual return | 22.01% | 28.93%-6.9pp | 71.32%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,863 | $1,163+60.2% | $1,984-6.1% | $2,440-23.6% |
| Participant deferral / active EE | $5,089 | $2,394+112.6% | $3,239+57.1% | $3,608+41.1% |
| Admin fee / account holder | $7,425 | $4,569+62.5% | $6,102+21.7% | $5,124+44.9% |