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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 | $128,211 | $72,486+76.9% | $87,103+47.2% | $72,976+75.7% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 21.94% | 24.46%-2.5pp | 28.19%-6.3pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,326 | $1,894+22.8% | $2,521-7.8% | $2,440-4.7% |
| Participant deferral / active EE | $4,582 | $3,270+40.1% | $4,049+13.2% | $3,608+27.0% |
| Admin fee / account holder | $5,347 | $5,055+5.8% | $7,491-28.6% | $5,124+4.3% |