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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 | $79,107 | $71,809+10.2% | $61,048+29.6% | $152,885-48.3% |
| Participation rate | 91.7% | 84.2%+7.5pp | 79.3%+12.4pp | 82.5%+9.2pp |
| Annual return | 24.87% | 29.74%-4.9pp | 26.18%-1.3pp | 345.39%-320.5pp |
| Employer contribution / active EE | $3,233 | $4,545-28.9% | $3,716-13.0% | $4,763-32.1% |
| Participant deferral / active EE | $6,232 | $5,467+14.0% | $4,470+39.4% | $5,851+6.5% |
| Admin fee / account holder | $443 | $4,750-90.7% | $3,728-88.1% | $11,598-96.2% |