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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 | $97,700 | $63,082+54.9% | $81,716+19.6% | $79,852+22.4% |
| Participation rate | 88.1% | 67.5%+20.6pp | 72.0%+16.1pp | 69.6%+18.5pp |
| Annual return | 14.06% | 22.66%-8.6pp | 29.49%-15.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,928 | $1,795+7.4% | $4,310-55.3% | $2,471-22.0% |
| Participant deferral / active EE | $2,484 | $2,780-10.7% | $7,108-65.1% | $3,740-33.6% |
| Admin fee / account holder | $824 | $4,428-81.4% | $5,159-84.0% | $5,306-84.5% |