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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 | $98,743 | $100,194-1.4% | $122,979-19.7% | $86,983+13.5% |
| Participation rate | 97.1% | 73.0%+24.2pp | 77.2%+20.0pp | 69.5%+27.6pp |
| Annual return | 19.41% | 16.47%+2.9pp | 20.12%-0.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $6,514 | $2,326+180.1% | $3,062+112.7% | $2,584+152.0% |
| Participant deferral / active EE | $5,565 | $4,133+34.6% | $5,003+11.2% | $4,194+32.7% |
| Admin fee / account holder | $5,523 | $10,148-45.6% | $12,864-57.1% | $7,856-29.7% |