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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 | $96,548 | $76,371+26.4% | $93,621+3.1% | $72,976+32.3% |
| Participation rate | 98.3% | 71.8%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 19.43% | 25.82%-6.4pp | 32.76%-13.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $4,101 | $2,276+80.2% | $2,719+50.9% | $2,440+68.1% |
| Participant deferral / active EE | $4,150 | $3,538+17.3% | $4,070+2.0% | $3,608+15.0% |
| Admin fee / account holder | $3,547 | $6,839-48.1% | $7,890-55.0% | $5,124-30.8% |