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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 | $89,530 | $78,682+13.8% | $109,188-18.0% | $85,851+4.3% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 28.25% | 25.09%+3.2pp | 25.76%+2.5pp | 318.63%-290.4pp |
| Employer contribution / active EE | $3,097 | $2,734+13.3% | $3,723-16.8% | $2,565+20.7% |
| Participant deferral / active EE | $11,524 | $3,468+232.3% | $4,654+147.6% | $3,952+191.6% |
| Admin fee / account holder | $3,040 | $5,470-44.4% | $6,755-55.0% | $6,261-51.4% |