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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 | $85,510 | $65,367+30.8% | $92,915-8.0% | $72,976+17.2% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+24.9pp |
| Annual return | 25.94% | 42.11%-16.2pp | 109.45%-83.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $4,886 | $2,594+88.4% | $3,653+33.7% | $2,440+100.2% |
| Participant deferral / active EE | $7,357 | $3,128+135.2% | $4,238+73.6% | $3,608+103.9% |
| Admin fee / account holder | $3,625 | $4,251-14.7% | $5,796-37.5% | $5,124-29.3% |