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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 | $97,805 | $54,757+78.6% | $90,304+8.3% | $72,975+34.0% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 21.54% | 30.63%-9.1pp | 78.13%-56.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $3,248 | $2,093+55.2% | $2,855+13.8% | $2,440+33.1% |
| Participant deferral / active EE | $3,999 | $2,887+38.5% | $3,885+2.9% | $3,608+10.8% |
| Admin fee / account holder | $3,916 | $3,973-1.4% | $5,354-26.9% | $5,124-23.6% |