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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 | $79,539 | $93,617-15.0% | $135,982-41.5% | $75,177+5.8% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.7pp | 67.2%+29.5pp |
| Annual return | 18.74% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,452 | $3,538-2.5% | $4,859-29.0% | $2,671+29.2% |
| Participant deferral / active EE | $10,018 | $6,406+56.4% | $7,760+29.1% | $4,126+142.8% |
| Admin fee / account holder | $3,421 | $6,980-51.0% | $10,767-68.2% | $5,651-39.5% |