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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 | $90,850 | $60,349+50.5% | $74,184+22.5% | $62,881+44.5% |
| Participation rate | 81.0% | 72.7%+8.2pp | 76.6%+4.3pp | 69.3%+11.6pp |
| Annual return | 8.88% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,548 | $1,680-7.8% | $2,370-34.7% | $2,281-32.1% |
| Participant deferral / active EE | $3,708 | $2,856+29.8% | $3,550+4.4% | $3,203+15.8% |
| Admin fee / account holder | $10,167 | $4,261+138.6% | $5,586+82.0% | $4,296+136.7% |