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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 | $92,757 | $95,404-2.8% | $113,397-18.2% | $82,637+12.2% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.5%+12.2pp | 68.1%+20.7pp |
| Annual return | 13.82% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $6,605 | $2,307+186.3% | $2,977+121.8% | $2,552+158.8% |
| Participant deferral / active EE | $7,798 | $4,220+84.8% | $5,076+53.6% | $4,126+89.0% |
| Admin fee / account holder | $9,157 | $9,168-0.1% | $11,957-23.4% | $7,339+24.8% |