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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 | $99,570 | $67,602+47.3% | $82,312+21.0% | $70,126+42.0% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 14.51% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,968 | $1,755+69.2% | $2,428+22.2% | $2,343+26.7% |
| Participant deferral / active EE | $3,392 | $2,987+13.5% | $3,706-8.5% | $3,332+1.8% |
| Admin fee / account holder | $4,825 | $4,512+7.0% | $5,608-14.0% | $4,645+3.9% |