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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 | $83,443 | $106,749-21.8% | $145,433-42.6% | $82,448+1.2% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 21.73% | 27.59%-5.9pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,759 | $3,444+9.1% | $4,554-17.5% | $2,551+47.4% |
| Participant deferral / active EE | $9,802 | $6,519+50.4% | $7,897+24.1% | $4,139+136.8% |
| Admin fee / account holder | $6,851 | $8,390-18.3% | $13,129-47.8% | $7,234-5.3% |