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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 | $81,504 | $72,492+12.4% | $87,104-6.4% | $72,975+11.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 22.83% | 24.46%-1.6pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $4,036 | $1,894+113.1% | $2,521+60.1% | $2,440+65.4% |
| Participant deferral / active EE | $2,989 | $3,270-8.6% | $4,048-26.2% | $3,608-17.1% |
| Admin fee / account holder | $2,214 | $5,055-56.2% | $7,491-70.4% | $5,124-56.8% |