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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 | $95,814 | $93,617+2.3% | $135,982-29.5% | $75,177+27.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 19.16% | 30.89%-11.7pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $2,913 | $3,538-17.7% | $4,859-40.0% | $2,671+9.1% |
| Participant deferral / active EE | $7,391 | $6,406+15.4% | $7,760-4.8% | $4,126+79.1% |
| Admin fee / account holder | $903 | $6,980-87.1% | $10,767-91.6% | $5,651-84.0% |