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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 | $82,377 | $83,485-1.3% | $125,192-34.2% | $72,975+12.9% |
| Participation rate | 89.4% | 73.3%+16.1pp | 79.8%+9.6pp | 69.5%+19.9pp |
| Annual return | 24.52% | 25.77%-1.3pp | 43.79%-19.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $5,689 | $2,346+142.5% | $3,866+47.2% | $2,440+133.2% |
| Participant deferral / active EE | $5,805 | $3,586+61.9% | $4,937+17.6% | $3,608+60.9% |
| Admin fee / account holder | $4,326 | $5,518-21.6% | $9,704-55.4% | $5,124-15.6% |