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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 | $177,974 | $110,410+61.2% | $102,437+73.7% | $145,897+22.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 23.12% | 24.85%-1.7pp | 24.95%-1.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $3,404 | $4,217-19.3% | $3,871-12.1% | $4,663-27.0% |
| Participant deferral / active EE | $8,300 | $5,622+47.6% | $5,060+64.0% | $6,689+24.1% |
| Admin fee / account holder | $1,284 | $9,745-86.8% | $8,388-84.7% | $13,390-90.4% |