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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 | $113,959 | $72,492+57.2% | $87,104+30.8% | $72,975+56.2% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 22.79% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $546 | $1,894-71.2% | $2,521-78.4% | $2,440-77.6% |
| Participant deferral / active EE | $4,138 | $3,270+26.6% | $4,048+2.2% | $3,608+14.7% |
| Admin fee / account holder | $5,604 | $5,055+10.9% | $7,491-25.2% | $5,124+9.4% |