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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 | $79,516 | $123,793-35.8% | $177,840-55.3% | $79,852-0.4% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 16.10% | 22.82%-6.7pp | 48.32%-32.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,707 | $4,095-33.9% | $5,919-54.3% | $2,471+9.6% |
| Participant deferral / active EE | $3,727 | $5,956-37.4% | $7,714-51.7% | $3,740-0.3% |
| Admin fee / account holder | $2,845 | $7,243-60.7% | $12,431-77.1% | $5,306-46.4% |