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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 | $95,366 | $54,763+74.1% | $90,324+5.6% | $72,976+30.7% |
| Participation rate | 85.3% | 65.2%+20.1pp | 73.3%+12.0pp | 69.5%+15.8pp |
| Annual return | 27.26% | 30.63%-3.4pp | 78.15%-50.9pp | 81.02%-53.8pp |
| Employer contribution / active EE | $2,557 | $2,093+22.1% | $2,856-10.5% | $2,440+4.8% |
| Participant deferral / active EE | $6,108 | $2,887+111.6% | $3,885+57.2% | $3,608+69.3% |
| Admin fee / account holder | $4,716 | $3,973+18.7% | $5,356-11.9% | $5,124-8.0% |