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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 | $79,115 | $87,166-9.2% | $76,735+3.1% | $137,256-42.4% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 14.75% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,715 | $2,904-6.5% | $2,454+10.6% | $4,156-34.7% |
| Participant deferral / active EE | $4,662 | $4,726-1.4% | $4,088+14.0% | $6,407-27.2% |
| Admin fee / account holder | $4,069 | $8,403-51.6% | $7,189-43.4% | $12,270-66.8% |