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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 | $92,733 | $76,367+21.4% | $93,614-0.9% | $72,983+27.1% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.5%+25.5pp |
| Annual return | 19.86% | 25.82%-6.0pp | 32.76%-12.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $6,144 | $2,275+170.0% | $2,718+126.0% | $2,440+151.8% |
| Participant deferral / active EE | $4,687 | $3,538+32.5% | $4,069+15.2% | $3,608+29.9% |
| Admin fee / account holder | $464 | $6,838-93.2% | $7,889-94.1% | $5,124-90.9% |