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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 | $84,571 | $60,349+40.1% | $74,184+14.0% | $62,881+34.5% |
| Participation rate | 90.1% | 72.7%+17.4pp | 76.6%+13.5pp | 69.3%+20.8pp |
| Annual return | 12.44% | 21.38%-8.9pp | 17.74%-5.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,017 | $1,680+20.1% | $2,370-14.9% | $2,281-11.6% |
| Participant deferral / active EE | $3,932 | $2,856+37.6% | $3,550+10.8% | $3,203+22.7% |
| Admin fee / account holder | $2,677 | $4,261-37.2% | $5,586-52.1% | $4,296-37.7% |