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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 | $87,677 | $65,367+34.1% | $92,915-5.6% | $72,976+20.1% |
| Participation rate | 96.8% | 68.3%+28.5pp | 76.0%+20.8pp | 69.5%+27.3pp |
| Annual return | 37.80% | 42.11%-4.3pp | 109.45%-71.6pp | 81.02%-43.2pp |
| Employer contribution / active EE | $2,853 | $2,594+10.0% | $3,653-21.9% | $2,440+16.9% |
| Participant deferral / active EE | $6,758 | $3,128+116.0% | $4,238+59.5% | $3,608+87.3% |
| Admin fee / account holder | $6,541 | $4,251+53.8% | $5,796+12.9% | $5,124+27.6% |