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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 | $126,899 | $80,992+56.7% | $96,534+31.5% | $75,173+68.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 19.40% | 27.05%-7.7pp | 25.88%-6.5pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,409 | $2,283+5.5% | $2,965-18.8% | $2,671-9.8% |
| Participant deferral / active EE | $5,738 | $3,929+46.0% | $4,851+18.3% | $4,126+39.1% |
| Admin fee / account holder | $307 | $6,717-95.4% | $8,253-96.3% | $5,651-94.6% |