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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 | $85,208 | $60,349+41.2% | $74,184+14.9% | $62,881+35.5% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 9.35% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,510 | $1,680+49.4% | $2,370+5.9% | $2,281+10.1% |
| Participant deferral / active EE | $4,456 | $2,856+56.0% | $3,550+25.5% | $3,203+39.1% |
| Admin fee / account holder | $2,541 | $4,261-40.4% | $5,586-54.5% | $4,296-40.9% |