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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 | $97,693 | $76,551+27.6% | $123,894-21.1% | $62,881+55.4% |
| Participation rate | 84.7% | 73.0%+11.8pp | 81.4%+3.3pp | 69.3%+15.4pp |
| Annual return | 28.44% | 18.68%+9.8pp | 47.52%-19.1pp | 20.14%+8.3pp |
| Employer contribution / active EE | $1,149 | $2,882-60.1% | $4,617-75.1% | $2,281-49.6% |
| Participant deferral / active EE | $6,187 | $4,840+27.8% | $5,984+3.4% | $3,203+93.2% |
| Admin fee / account holder | $1,563 | $4,826-67.6% | $8,357-81.3% | $4,296-63.6% |