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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 | $75,247 | $107,733-30.2% | $92,985-19.1% | $154,746-51.4% |
| Participation rate | 78.6% | 74.6%+4.0pp | 69.5%+9.1pp | 80.7%-2.1pp |
| Annual return | 13.60% | 30.39%-16.8pp | 27.99%-14.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,742 | $3,126+19.7% | $2,662+40.5% | $4,379-14.6% |
| Participant deferral / active EE | $6,455 | $5,053+27.8% | $4,377+47.5% | $6,730-4.1% |
| Admin fee / account holder | $491 | $11,369-95.7% | $9,463-94.8% | $14,365-96.6% |