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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 | $98,586 | $76,371+29.1% | $93,621+5.3% | $72,975+35.1% |
| Participation rate | 93.9% | 71.8%+22.2pp | 75.8%+18.1pp | 69.5%+24.5pp |
| Annual return | 18.90% | 25.82%-6.9pp | 32.76%-13.9pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,756 | $2,276-22.9% | $2,719-35.4% | $2,440-28.0% |
| Participant deferral / active EE | $6,028 | $3,538+70.4% | $4,070+48.1% | $3,608+67.1% |
| Admin fee / account holder | $5,424 | $6,839-20.7% | $7,890-31.3% | $5,124+5.9% |