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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 | $77,492+18.0% | $100,398-8.9% | $80,911+13.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.6%+19.0pp |
| Annual return | 24.26% | 37.23%-13.0pp | 49.32%-25.1pp | 35.63%-11.4pp |
| Employer contribution / active EE | $3,401 | $2,800+21.4% | $3,946-13.8% | $2,756+23.4% |
| Participant deferral / active EE | $7,688 | $6,817+12.8% | $8,084-4.9% | $4,297+78.9% |
| Admin fee / account holder | $581 | $5,892-90.1% | $7,893-92.6% | $6,935-91.6% |