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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 | $86,910 | $67,606+28.6% | $82,313+5.6% | $70,124+23.9% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 21.12% | 21.57%-0.4pp | 25.88%-4.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $4,943 | $1,755+181.7% | $2,428+103.6% | $2,342+111.0% |
| Participant deferral / active EE | $5,578 | $2,987+86.7% | $3,706+50.5% | $3,332+67.4% |
| Admin fee / account holder | $419 | $4,512-90.7% | $5,608-92.5% | $4,645-91.0% |