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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 | $91,428 | $77,472+18.0% | $100,392-8.9% | $80,935+13.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.7%+19.0pp |
| Annual return | 24.26% | 37.26%-13.0pp | 49.45%-25.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $3,401 | $2,800+21.4% | $3,941-13.7% | $2,757+23.4% |
| Participant deferral / active EE | $7,688 | $6,818+12.8% | $8,090-5.0% | $4,299+78.8% |
| Admin fee / account holder | $581 | $5,885-90.1% | $7,904-92.6% | $6,924-91.6% |