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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 | $119,206 | $67,602+76.3% | $82,312+44.8% | $70,126+70.0% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 19.30% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,347 | $1,755-23.3% | $2,428-44.5% | $2,343-42.5% |
| Participant deferral / active EE | $3,057 | $2,987+2.3% | $3,706-17.5% | $3,332-8.2% |
| Admin fee / account holder | $5,350 | $4,512+18.6% | $5,608-4.6% | $4,645+15.2% |