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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 | $83,089 | $93,617-11.2% | $135,982-38.9% | $75,177+10.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 15.51% | 30.89%-15.4pp | 68.32%-52.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $2,547 | $3,538-28.0% | $4,859-47.6% | $2,671-4.6% |
| Participant deferral / active EE | $9,977 | $6,406+55.7% | $7,760+28.6% | $4,126+141.8% |
| Admin fee / account holder | $3,285 | $6,980-52.9% | $10,767-69.5% | $5,651-41.9% |