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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 | $107,681 | $83,485+29.0% | $125,195-14.0% | $72,976+47.6% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.5%+27.4pp |
| Annual return | 27.30% | 25.77%+1.5pp | 43.79%-16.5pp | 81.02%-53.7pp |
| Employer contribution / active EE | $2,091 | $2,346-10.9% | $3,866-45.9% | $2,440-14.3% |
| Participant deferral / active EE | $4,582 | $3,586+27.8% | $4,937-7.2% | $3,608+27.0% |
| Admin fee / account holder | $3,667 | $5,518-33.5% | $9,704-62.2% | $5,124-28.4% |