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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 | $81,497 | $110,212-26.1% | $96,534-15.6% | $139,466-41.6% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 23.96% | 26.42%-2.5pp | 25.88%-1.9pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,024 | $3,620-16.5% | $2,965+2.0% | $4,754-36.4% |
| Participant deferral / active EE | $7,320 | $5,547+32.0% | $4,851+50.9% | $6,712+9.1% |
| Admin fee / account holder | $2,825 | $11,599-75.6% | $8,253-65.8% | $11,409-75.2% |