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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 | $86,473 | $99,875-13.4% | $146,866-41.1% | $86,983-0.6% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 28.93% | 28.10%+0.8pp | 102.85%-73.9pp | 25.83%+3.1pp |
| Employer contribution / active EE | $3,668 | $3,224+13.8% | $4,425-17.1% | $2,584+41.9% |
| Participant deferral / active EE | $9,453 | $6,322+49.5% | $7,759+21.8% | $4,194+125.4% |
| Admin fee / account holder | $2,067 | $7,838-73.6% | $13,620-84.8% | $7,856-73.7% |