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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 | $78,437 | $76,371+2.7% | $93,621-16.2% | $72,975+7.5% |
| Participation rate | 97.1% | 71.8%+25.3pp | 75.8%+21.2pp | 69.5%+27.6pp |
| Annual return | 27.98% | 25.82%+2.2pp | 32.76%-4.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $3,330 | $2,276+46.3% | $2,719+22.5% | $2,440+36.5% |
| Participant deferral / active EE | $5,564 | $3,538+57.2% | $4,070+36.7% | $3,608+54.2% |
| Admin fee / account holder | $343 | $6,839-95.0% | $7,890-95.7% | $5,124-93.3% |