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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 | $85,869 | $48,076+78.6% | $78,690+9.1% | $62,891+36.5% |
| Participation rate | 93.4% | 65.2%+28.2pp | 73.6%+19.9pp | 69.3%+24.1pp |
| Annual return | 7.74% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,932 | $2,015+45.5% | $2,851+2.8% | $2,281+28.5% |
| Participant deferral / active EE | $4,630 | $2,588+78.9% | $3,517+31.7% | $3,203+44.6% |
| Admin fee / account holder | $2,265 | $3,207-29.4% | $4,511-49.8% | $4,296-47.3% |