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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 | $74,546 | $72,486+2.8% | $87,103-14.4% | $72,976+2.2% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 25.71% | 24.46%+1.3pp | 28.19%-2.5pp | 81.02%-55.3pp |
| Employer contribution / active EE | $4,189 | $1,894+121.2% | $2,521+66.1% | $2,440+71.7% |
| Participant deferral / active EE | $4,081 | $3,270+24.8% | $4,049+0.8% | $3,608+13.1% |
| Admin fee / account holder | $1,645 | $5,055-67.5% | $7,491-78.0% | $5,124-67.9% |