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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 | $95,559 | $106,749-10.5% | $145,433-34.3% | $82,448+15.9% |
| Participation rate | 83.5% | 75.6%+7.9pp | 82.1%+1.4pp | 68.1%+15.4pp |
| Annual return | 20.02% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,668 | $3,444+6.5% | $4,554-19.5% | $2,551+43.8% |
| Participant deferral / active EE | $11,618 | $6,519+78.2% | $7,897+47.1% | $4,139+180.7% |
| Admin fee / account holder | $4,805 | $8,390-42.7% | $13,129-63.4% | $7,234-33.6% |