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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 | $85,660 | $80,992+5.8% | $96,534-11.3% | $75,173+14.0% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 19.59% | 27.05%-7.5pp | 25.88%-6.3pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,539 | $2,283-32.6% | $2,965-48.1% | $2,671-42.4% |
| Participant deferral / active EE | $9,577 | $3,929+143.7% | $4,851+97.4% | $4,126+132.1% |
| Admin fee / account holder | $496 | $6,717-92.6% | $8,253-94.0% | $5,651-91.2% |