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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 | $86,428 | $57,828+49.5% | $117,039-26.2% | $70,124+23.3% |
| Participation rate | 96.2% | 67.1%+29.0pp | 77.2%+19.0pp | 69.5%+26.6pp |
| Annual return | 13.61% | 17.55%-3.9pp | 18.95%-5.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,713 | $1,816+104.5% | $3,785-1.9% | $2,342+58.5% |
| Participant deferral / active EE | $5,505 | $2,438+125.8% | $3,929+40.1% | $3,332+65.2% |
| Admin fee / account holder | $5,969 | $3,548+68.2% | $5,974-0.1% | $4,645+28.5% |