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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 | $98,814 | $67,602+46.2% | $82,312+20.0% | $70,126+40.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,590 | $1,755+47.6% | $2,428+6.6% | $2,343+10.6% |
| Participant deferral / active EE | $4,781 | $2,987+60.0% | $3,706+29.0% | $3,332+43.5% |
| Admin fee / account holder | $2,101 | $4,512-53.4% | $5,608-62.5% | $4,645-54.8% |