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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 | $92,273 | $81,487+13.2% | $102,412-9.9% | $80,935+14.0% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.7%+28.1pp |
| Annual return | 17.39% | 25.60%-8.2pp | 24.94%-7.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $973 | $3,103-68.6% | $3,870-74.9% | $2,757-64.7% |
| Participant deferral / active EE | $5,461 | $3,871+41.1% | $5,060+7.9% | $4,299+27.0% |
| Admin fee / account holder | $1,100 | $6,717-83.6% | $8,388-86.9% | $6,924-84.1% |