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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 | $81,654 | $107,666-24.2% | $102,184-20.1% | $154,746-47.2% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.7%+12.6pp |
| Annual return | 14.99% | 29.33%-14.3pp | 31.58%-16.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,004 | $3,846-21.9% | $3,594-16.4% | $4,379-31.4% |
| Participant deferral / active EE | $7,713 | $8,719-11.5% | $8,309-7.2% | $6,730+14.6% |
| Admin fee / account holder | $493 | $12,943-96.2% | $11,609-95.8% | $14,365-96.6% |