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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 | $75,108 | $76,371-1.7% | $93,621-19.8% | $72,975+2.9% |
| Participation rate | 97.1% | 71.8%+25.3pp | 75.8%+21.3pp | 69.5%+27.6pp |
| Annual return | 20.69% | 25.82%-5.1pp | 32.76%-12.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $3,020 | $2,276+32.7% | $2,719+11.1% | $2,440+23.8% |
| Participant deferral / active EE | $4,310 | $3,538+21.8% | $4,070+5.9% | $3,608+19.5% |
| Admin fee / account holder | $7,339 | $6,839+7.3% | $7,890-7.0% | $5,124+43.2% |