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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 | $96,365 | $65,364+47.4% | $92,909+3.7% | $72,975+32.1% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 22.06% | 42.11%-20.0pp | 109.44%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,158 | $2,594+21.7% | $3,653-13.6% | $2,440+29.4% |
| Participant deferral / active EE | $5,772 | $3,128+84.5% | $4,238+36.2% | $3,608+60.0% |
| Admin fee / account holder | $5,377 | $4,251+26.5% | $5,795-7.2% | $5,124+4.9% |