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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 | $123,451 | $93,617+31.9% | $135,982-9.2% | $75,177+64.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 24.80% | 30.89%-6.1pp | 68.32%-43.5pp | 160.75%-136.0pp |
| Employer contribution / active EE | $3,439 | $3,538-2.8% | $4,859-29.2% | $2,671+28.7% |
| Participant deferral / active EE | $6,579 | $6,406+2.7% | $7,760-15.2% | $4,126+59.4% |
| Admin fee / account holder | $4,376 | $6,980-37.3% | $10,767-59.4% | $5,651-22.6% |