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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 | $125,683 | $67,602+85.9% | $82,312+52.7% | $70,126+79.2% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 22.50% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,269 | $1,755-27.7% | $2,428-47.8% | $2,343-45.8% |
| Participant deferral / active EE | $8,389 | $2,987+180.8% | $3,706+126.4% | $3,332+151.8% |
| Admin fee / account holder | $2,584 | $4,512-42.7% | $5,608-53.9% | $4,645-44.4% |