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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 | $97,857 | $72,273+35.4% | $101,275-3.4% | $79,856+22.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.8%+22.1pp | 69.6%+28.3pp |
| Annual return | 19.56% | 22.30%-2.7pp | 46.48%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,537 | $2,691+31.4% | $3,660-3.4% | $2,471+43.1% |
| Participant deferral / active EE | $5,674 | $3,282+72.9% | $4,371+29.8% | $3,741+51.7% |
| Admin fee / account holder | $2,338 | $4,401-46.9% | $5,948-60.7% | $5,306-55.9% |