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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 | $85,318 | $67,602+26.2% | $82,312+3.7% | $70,126+21.7% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $3,341 | $1,755+90.4% | $2,428+37.6% | $2,343+42.6% |
| Participant deferral / active EE | $9,976 | $2,987+234.0% | $3,706+169.2% | $3,332+199.4% |
| Admin fee / account holder | $1,752 | $4,512-61.2% | $5,608-68.8% | $4,645-62.3% |