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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 | $74,374 | $125,797-40.9% | $170,057-56.3% | $75,177-1.1% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 33.64% | 27.20%+6.4pp | 53.42%-19.8pp | 160.75%-127.1pp |
| Employer contribution / active EE | $3,651 | $4,616-20.9% | $6,790-46.2% | $2,671+36.7% |
| Participant deferral / active EE | $8,373 | $6,838+22.5% | $10,411-19.6% | $4,126+102.9% |
| Admin fee / account holder | $944 | $8,177-88.5% | $12,826-92.6% | $5,651-83.3% |