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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 | $87,475 | $93,598-6.5% | $135,974-35.7% | $75,173+16.4% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 32.28% | 30.89%+1.4pp | 68.30%-36.0pp | 160.72%-128.4pp |
| Employer contribution / active EE | $2,924 | $3,538-17.4% | $4,859-39.8% | $2,671+9.5% |
| Participant deferral / active EE | $9,968 | $6,405+55.6% | $7,760+28.5% | $4,126+141.6% |
| Admin fee / account holder | $9,281 | $6,978+33.0% | $10,767-13.8% | $5,651+64.2% |