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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 | $85,515 | $58,493+46.2% | $84,023+1.8% | $72,976+17.2% |
| Participation rate | 95.7% | 61.2%+34.4pp | 69.0%+26.6pp | 69.5%+26.2pp |
| Annual return | 24.65% | 28.93%-4.3pp | 71.32%-46.7pp | 81.02%-56.4pp |
| Employer contribution / active EE | $4,004 | $1,163+244.3% | $1,984+101.8% | $2,440+64.1% |
| Participant deferral / active EE | $4,194 | $2,394+75.2% | $3,239+29.5% | $3,608+16.2% |
| Admin fee / account holder | $2,272 | $4,569-50.3% | $6,102-62.8% | $5,124-55.7% |