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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 | $83,042 | $126,661-34.4% | $113,397-26.8% | $138,895-40.2% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 30.37% | 25.05%+5.3pp | 23.20%+7.2pp | 145.39%-115.0pp |
| Employer contribution / active EE | $3,831 | $3,456+10.9% | $2,977+28.7% | $4,194-8.7% |
| Participant deferral / active EE | $6,708 | $5,693+17.8% | $5,076+32.1% | $6,396+4.9% |
| Admin fee / account holder | $591 | $14,549-95.9% | $11,957-95.1% | $12,562-95.3% |