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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 | $84,915 | $87,106-2.5% | $105,607-19.6% | $80,935+4.9% |
| Participation rate | 94.3% | 70.4%+23.9pp | 75.3%+19.1pp | 67.7%+26.7pp |
| Annual return | 24.13% | 17.01%+7.1pp | 116.11%-92.0pp | 35.66%-11.5pp |
| Employer contribution / active EE | $3,556 | $2,396+48.4% | $3,167+12.3% | $2,757+29.0% |
| Participant deferral / active EE | $7,370 | $3,986+84.9% | $5,011+47.1% | $4,299+71.4% |
| Admin fee / account holder | $3,307 | $8,447-60.9% | $10,958-69.8% | $6,924-52.2% |