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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 | $98,530 | $67,602+45.8% | $82,312+19.7% | $70,126+40.5% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.8pp |
| Annual return | 16.72% | 21.57%-4.8pp | 25.88%-9.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,811 | $1,755+174.1% | $2,428+98.1% | $2,343+105.4% |
| Participant deferral / active EE | $2,227 | $2,987-25.5% | $3,706-39.9% | $3,332-33.2% |
| Admin fee / account holder | $581 | $4,512-87.1% | $5,608-89.6% | $4,645-87.5% |