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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 | $99,861 | $86,922+14.9% | $102,438-2.5% | $80,874+23.5% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 12.39% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,870 | $2,369+63.3% | $3,024+28.0% | $2,756+40.4% |
| Participant deferral / active EE | $6,532 | $4,119+58.6% | $5,054+29.3% | $4,297+52.0% |
| Admin fee / account holder | $634 | $8,050-92.1% | $9,448-93.3% | $6,935-90.9% |