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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 | $72,683 | $93,598-22.3% | $135,974-46.5% | $75,173-3.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 16.23% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $3,188 | $3,538-9.9% | $4,859-34.4% | $2,671+19.3% |
| Participant deferral / active EE | $7,564 | $6,405+18.1% | $7,760-2.5% | $4,126+83.3% |
| Admin fee / account holder | $649 | $6,978-90.7% | $10,767-94.0% | $5,651-88.5% |