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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 | $77,563 | $93,598-17.1% | $135,974-43.0% | $75,173+3.2% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 19.19% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,338 | $3,538-5.6% | $4,859-31.3% | $2,671+25.0% |
| Participant deferral / active EE | $7,299 | $6,405+14.0% | $7,760-5.9% | $4,126+76.9% |
| Admin fee / account holder | $577 | $6,978-91.7% | $10,767-94.6% | $5,651-89.8% |