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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 | $102,050 | $54,763+86.3% | $90,324+13.0% | $72,976+39.8% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 22.78% | 30.63%-7.9pp | 78.15%-55.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,821 | $2,093-13.0% | $2,856-36.2% | $2,440-25.4% |
| Participant deferral / active EE | $5,145 | $2,887+78.2% | $3,885+32.4% | $3,608+42.6% |
| Admin fee / account holder | $2,504 | $3,973-37.0% | $5,356-53.3% | $5,124-51.1% |