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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 | $117,023 | $72,492+61.4% | $87,104+34.3% | $72,975+60.4% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 21.43% | 24.46%-3.0pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,655 | $1,894-12.6% | $2,521-34.4% | $2,440-32.2% |
| Participant deferral / active EE | $4,193 | $3,270+28.3% | $4,048+3.6% | $3,608+16.2% |
| Admin fee / account holder | $7,499 | $5,055+48.4% | $7,491+0.1% | $5,124+46.4% |