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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 | $87,649 | $76,371+14.8% | $93,621-6.4% | $72,975+20.1% |
| Participation rate | 94.3% | 71.8%+22.6pp | 75.8%+18.5pp | 69.5%+24.9pp |
| Annual return | 25.33% | 25.82%-0.5pp | 32.76%-7.4pp | 81.01%-55.7pp |
| Employer contribution / active EE | $3,519 | $2,276+54.6% | $2,719+29.4% | $2,440+44.2% |
| Participant deferral / active EE | $4,313 | $3,538+21.9% | $4,070+6.0% | $3,608+19.5% |
| Admin fee / account holder | $2,313 | $6,839-66.2% | $7,890-70.7% | $5,124-54.9% |