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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 | $124,537 | $72,486+71.8% | $87,103+43.0% | $72,976+70.7% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 24.11% | 24.46%-0.3pp | 28.19%-4.1pp | 81.02%-56.9pp |
| Employer contribution / active EE | $2,412 | $1,894+27.4% | $2,521-4.3% | $2,440-1.1% |
| Participant deferral / active EE | $4,318 | $3,270+32.1% | $4,049+6.7% | $3,608+19.7% |
| Admin fee / account holder | $6,404 | $5,055+26.7% | $7,491-14.5% | $5,124+25.0% |