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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 | $87,658 | $63,365+38.3% | $91,994-4.7% | $72,976+20.1% |
| Participation rate | 95.1% | 72.5%+22.6pp | 78.6%+16.5pp | 69.5%+25.6pp |
| Annual return | 25.18% | 35.35%-10.2pp | 69.04%-43.9pp | 81.02%-55.8pp |
| Employer contribution / active EE | $7,050 | $2,116+233.3% | $3,453+104.2% | $2,440+188.9% |
| Participant deferral / active EE | $5,018 | $4,883+2.8% | $5,924-15.3% | $3,608+39.1% |
| Admin fee / account holder | $3,122 | $4,670-33.1% | $7,744-59.7% | $5,124-39.1% |