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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 | $96,407 | $55,684+73.1% | $75,900+27.0% | $72,976+32.1% |
| Participation rate | 88.4% | 61.1%+27.3pp | 69.3%+19.1pp | 69.5%+18.9pp |
| Annual return | 24.85% | 27.60%-2.7pp | 30.73%-5.9pp | 81.02%-56.2pp |
| Employer contribution / active EE | $2,843 | $1,687+68.5% | $2,501+13.7% | $2,440+16.5% |
| Participant deferral / active EE | $3,700 | $2,634+40.5% | $3,604+2.7% | $3,608+2.6% |
| Admin fee / account holder | $4,869 | $3,981+22.3% | $5,421-10.2% | $5,124-5.0% |