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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 | $83,592 | $60,349+38.5% | $74,184+12.7% | $62,881+32.9% |
| Participation rate | 94.6% | 72.7%+21.9pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 12.19% | 21.38%-9.2pp | 17.74%-5.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,894 | $1,680+72.2% | $2,370+22.1% | $2,281+26.9% |
| Participant deferral / active EE | $12,059 | $2,856+322.2% | $3,550+239.7% | $3,203+276.5% |
| Admin fee / account holder | $5,502 | $4,261+29.1% | $5,586-1.5% | $4,296+28.1% |