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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 | $89,843 | $73,981+21.4% | $105,754-15.0% | $62,881+42.9% |
| Participation rate | 95.8% | 71.7%+24.1pp | 78.9%+16.9pp | 69.3%+26.5pp |
| Annual return | 11.93% | 17.60%-5.7pp | 12.25%-0.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $5,597 | $2,856+96.0% | $4,079+37.2% | $2,281+145.4% |
| Participant deferral / active EE | $8,411 | $4,038+108.3% | $5,326+57.9% | $3,203+162.6% |
| Admin fee / account holder | $1,520 | $5,976-74.6% | $8,309-81.7% | $4,296-64.6% |