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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 | $77,826 | $125,797-38.1% | $170,057-54.2% | $75,177+3.5% |
| Participation rate | 91.3% | 83.6%+7.7pp | 87.0%+4.3pp | 67.2%+24.1pp |
| Annual return | 26.24% | 27.20%-1.0pp | 53.42%-27.2pp | 160.75%-134.5pp |
| Employer contribution / active EE | $5,712 | $4,616+23.7% | $6,790-15.9% | $2,671+113.8% |
| Participant deferral / active EE | $7,207 | $6,838+5.4% | $10,411-30.8% | $4,126+74.7% |
| Admin fee / account holder | $942 | $8,177-88.5% | $12,826-92.7% | $5,651-83.3% |