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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 | $92,759 | $103,392-10.3% | $87,104+6.5% | $152,897-39.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 27.88% | 28.10%-0.2pp | 28.19%-0.3pp | 345.43%-317.5pp |
| Employer contribution / active EE | $5,373 | $3,221+66.8% | $2,521+113.1% | $4,764+12.8% |
| Participant deferral / active EE | $6,161 | $4,778+28.9% | $4,048+52.2% | $5,851+5.3% |
| Admin fee / account holder | $529 | $12,194-95.7% | $7,491-92.9% | $11,599-95.4% |