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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 | $89,473 | $78,423+14.1% | $95,964-6.8% | $79,856+12.0% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 19.18% | 19.37%-0.2pp | 91.64%-72.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,181 | $1,945+12.1% | $2,541-14.2% | $2,471-11.7% |
| Participant deferral / active EE | $5,448 | $3,440+58.4% | $4,167+30.8% | $3,741+45.7% |
| Admin fee / account holder | $6,516 | $5,622+15.9% | $6,797-4.1% | $5,306+22.8% |