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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 | $74,509 | $93,617-20.4% | $135,982-45.2% | $75,177-0.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 25.33% | 30.89%-5.6pp | 68.32%-43.0pp | 160.75%-135.4pp |
| Employer contribution / active EE | $2,221 | $3,538-37.2% | $4,859-54.3% | $2,671-16.9% |
| Participant deferral / active EE | $5,580 | $6,406-12.9% | $7,760-28.1% | $4,126+35.2% |
| Admin fee / account holder | $331 | $6,980-95.3% | $10,767-96.9% | $5,651-94.1% |