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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 | $91,853 | $73,978+24.2% | $96,515-4.8% | $75,173+22.2% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.0pp |
| Annual return | 18.07% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.6pp |
| Employer contribution / active EE | $3,976 | $2,931+35.7% | $3,740+6.3% | $2,671+48.8% |
| Participant deferral / active EE | $4,802 | $3,660+31.2% | $4,880-1.6% | $4,126+16.4% |
| Admin fee / account holder | $8,194 | $5,219+57.0% | $6,735+21.7% | $5,651+45.0% |