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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 | $81,877 | $69,444+17.9% | $92,985-11.9% | $87,485-6.4% |
| Participation rate | 93.1% | 63.3%+29.8pp | 69.5%+23.6pp | 68.9%+24.2pp |
| Annual return | 18.14% | 23.85%-5.7pp | 27.99%-9.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,643 | $1,917-14.3% | $2,662-38.3% | $2,596-36.7% |
| Participant deferral / active EE | $6,380 | $3,364+89.7% | $4,377+45.8% | $4,274+49.3% |
| Admin fee / account holder | $4,341 | $6,137-29.3% | $9,463-54.1% | $7,775-44.2% |