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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 | $106,889 | $63,764+67.6% | $81,926+30.5% | $79,858+33.8% |
| Participation rate | 96.3% | 67.5%+28.8pp | 72.0%+24.3pp | 69.6%+26.7pp |
| Annual return | 19.40% | 22.66%-3.3pp | 29.49%-10.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $4,682 | $1,795+160.8% | $4,310+8.6% | $2,471+89.5% |
| Participant deferral / active EE | $6,477 | $2,780+132.9% | $7,108-8.9% | $3,740+73.2% |
| Admin fee / account holder | $3,000 | $4,426-32.2% | $5,159-41.8% | $5,306-43.5% |