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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 | $87,979 | $45,082+95.2% | $69,464+26.7% | $72,975+20.6% |
| Participation rate | 90.2% | 68.5%+21.8pp | 74.6%+15.6pp | 69.5%+20.8pp |
| Annual return | 22.97% | 22.66%+0.3pp | 28.98%-6.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,512 | $2,055-26.4% | $2,779-45.6% | $2,440-38.0% |
| Participant deferral / active EE | $7,909 | $2,604+203.8% | $3,536+123.7% | $3,608+119.2% |
| Admin fee / account holder | $12,252 | $3,057+300.8% | $3,840+219.0% | $5,124+139.1% |