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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 | $86,279 | $70,475+22.4% | $100,530-14.2% | $79,858+8.0% |
| Participation rate | 91.0% | 73.7%+17.4pp | 79.4%+11.6pp | 69.6%+21.4pp |
| Annual return | 16.04% | 21.90%-5.9pp | 30.89%-14.9pp | 31.72%-15.7pp |
| Employer contribution / active EE | $3,359 | $2,165+55.2% | $3,418-1.7% | $2,471+35.9% |
| Participant deferral / active EE | $4,775 | $5,181-7.8% | $6,271-23.9% | $3,740+27.7% |
| Admin fee / account holder | $7,166 | $4,478+60.0% | $8,083-11.3% | $5,306+35.1% |