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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 | $90,216 | $78,520+14.9% | $96,576-6.6% | $82,448+9.4% |
| Participation rate | 98.5% | 77.7%+20.7pp | 81.4%+17.0pp | 68.1%+30.4pp |
| Annual return | 17.69% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,229 | $2,630+22.8% | $3,553-9.1% | $2,551+26.6% |
| Participant deferral / active EE | $10,097 | $6,754+49.5% | $7,956+26.9% | $4,139+143.9% |
| Admin fee / account holder | $4,410 | $13,455-67.2% | $11,381-61.3% | $7,234-39.0% |