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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 | $82,878 | $64,359+28.8% | $90,161-8.1% | $70,126+18.2% |
| Participation rate | 97.8% | 70.4%+27.4pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 18.33% | 28.13%-9.8pp | 34.89%-16.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,413 | $2,046+164.6% | $3,318+63.1% | $2,343+131.1% |
| Participant deferral / active EE | $8,406 | $4,389+91.5% | $5,287+59.0% | $3,332+152.3% |
| Admin fee / account holder | $3,560 | $3,945-9.8% | $5,943-40.1% | $4,645-23.4% |