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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 | $78,408 | $115,911-32.4% | $100,530-22.0% | $158,950-50.7% |
| Participation rate | 85.0% | 81.6%+3.4pp | 79.4%+5.6pp | 82.0%+3.0pp |
| Annual return | 21.95% | 34.80%-12.9pp | 30.89%-8.9pp | 302.91%-281.0pp |
| Employer contribution / active EE | $3,302 | $4,104-19.5% | $3,418-3.4% | $4,762-30.7% |
| Participant deferral / active EE | $9,382 | $6,676+40.5% | $6,271+49.6% | $5,983+56.8% |
| Admin fee / account holder | $7,428 | $10,999-32.5% | $8,083-8.1% | $11,248-34.0% |