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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 | $88,233 | $70,486+25.2% | $100,535-12.2% | $79,856+10.5% |
| Participation rate | 94.7% | 73.6%+21.1pp | 79.4%+15.3pp | 69.6%+25.1pp |
| Annual return | 17.28% | 21.90%-4.6pp | 30.90%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,056 | $2,165+41.2% | $3,419-10.6% | $2,471+23.7% |
| Participant deferral / active EE | $5,657 | $5,182+9.2% | $6,271-9.8% | $3,741+51.2% |
| Admin fee / account holder | $2,908 | $4,480-35.1% | $8,085-64.0% | $5,306-45.2% |