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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 | $95,043 | $72,269+31.5% | $101,271-6.2% | $79,852+19.0% |
| Participation rate | 89.2% | 68.5%+20.8pp | 75.8%+13.4pp | 69.6%+19.6pp |
| Annual return | 23.20% | 22.29%+0.9pp | 46.48%-23.3pp | 31.72%-8.5pp |
| Employer contribution / active EE | $4,144 | $2,692+54.0% | $3,660+13.2% | $2,471+67.7% |
| Participant deferral / active EE | $5,502 | $3,282+67.7% | $4,371+25.9% | $3,740+47.1% |
| Admin fee / account holder | $665 | $4,401-84.9% | $5,948-88.8% | $5,306-87.5% |