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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 | $97,748 | $63,365+54.3% | $91,994+6.3% | $72,976+33.9% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 24.79% | 35.35%-10.6pp | 69.04%-44.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $3,165 | $2,116+49.6% | $3,453-8.3% | $2,440+29.7% |
| Participant deferral / active EE | $7,681 | $4,883+57.3% | $5,924+29.7% | $3,608+112.9% |
| Admin fee / account holder | $3,314 | $4,670-29.0% | $7,744-57.2% | $5,124-35.3% |