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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 | $82,834 | $93,598-11.5% | $135,974-39.1% | $75,173+10.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | 18.32% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,685 | $3,538+4.2% | $4,859-24.2% | $2,671+38.0% |
| Participant deferral / active EE | $7,971 | $6,405+24.4% | $7,760+2.7% | $4,126+93.2% |
| Admin fee / account holder | $4,957 | $6,978-29.0% | $10,767-54.0% | $5,651-12.3% |