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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 | $88,841 | $108,825-18.4% | $156,181-43.1% | $82,448+7.8% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 19.30% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,413 | $2,870+18.9% | $4,294-20.5% | $2,551+33.8% |
| Participant deferral / active EE | $8,912 | $4,577+94.7% | $6,132+45.3% | $4,139+115.3% |
| Admin fee / account holder | $368 | $9,341-96.1% | $14,586-97.5% | $7,234-94.9% |