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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 | $77,944 | $89,532-12.9% | $103,447-24.7% | $80,925-3.7% |
| Participation rate | 84.4% | 76.0%+8.4pp | 80.5%+3.9pp | 67.7%+16.8pp |
| Annual return | 14.72% | 22.80%-8.1pp | 23.92%-9.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,011 | $4,023-0.3% | $4,678-14.3% | $2,756+45.5% |
| Participant deferral / active EE | $11,475 | $5,459+110.2% | $6,624+73.2% | $4,299+166.9% |
| Admin fee / account holder | $2,689 | $6,774-60.3% | $9,415-71.4% | $6,940-61.3% |