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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 | $83,502 | $83,4850% | $125,192-33.3% | $72,975+14.4% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.5%+21.6pp |
| Annual return | 22.73% | 25.77%-3.0pp | 43.79%-21.1pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,886 | $2,346+23.0% | $3,866-25.3% | $2,440+18.3% |
| Participant deferral / active EE | $6,726 | $3,586+87.5% | $4,937+36.2% | $3,608+86.4% |
| Admin fee / account holder | $8,446 | $5,518+53.1% | $9,704-13.0% | $5,124+64.8% |