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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 | $82,281 | $67,602+21.7% | $82,3120% | $70,126+17.3% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 16.95% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $4,051 | $1,755+130.9% | $2,428+66.8% | $2,343+73.0% |
| Participant deferral / active EE | $4,742 | $2,987+58.7% | $3,706+27.9% | $3,332+42.3% |
| Admin fee / account holder | $3,156 | $4,512-30.1% | $5,608-43.7% | $4,645-32.1% |