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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 | $65,014 | $93,589-30.5% | $135,942-52.2% | $75,181-13.5% |
| Participation rate | 95.9% | 75.2%+20.8pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $3,212 | $3,537-9.2% | $4,858-33.9% | $2,671+20.3% |
| Participant deferral / active EE | $7,290 | $6,405+13.8% | $7,759-6.0% | $4,126+76.7% |
| Admin fee / account holder | $7,771 | $6,977+11.4% | $10,764-27.8% | $5,650+37.5% |