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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 | $89,104 | $136,860-34.9% | $120,344-26.0% | $154,746-42.4% |
| Participation rate | 94.1% | 79.9%+14.2pp | 76.7%+17.4pp | 80.7%+13.4pp |
| Annual return | 13.50% | 21.38%-7.9pp | 20.30%-6.8pp | 172.34%-158.8pp |
| Employer contribution / active EE | $7,189 | $3,533+103.5% | $3,020+138.0% | $4,379+64.2% |
| Participant deferral / active EE | $10,244 | $5,793+76.8% | $5,135+99.5% | $6,730+52.2% |
| Admin fee / account holder | $3,107 | $15,393-79.8% | $12,742-75.6% | $14,365-78.4% |