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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 | $80,021 | $72,486+10.4% | $87,103-8.1% | $72,976+9.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 23.66% | 24.46%-0.8pp | 28.19%-4.5pp | 81.02%-57.4pp |
| Employer contribution / active EE | $5,879 | $1,894+210.4% | $2,521+133.2% | $2,440+141.0% |
| Participant deferral / active EE | $3,869 | $3,270+18.3% | $4,049-4.4% | $3,608+7.2% |
| Admin fee / account holder | $2,656 | $5,055-47.5% | $7,491-64.6% | $5,124-48.2% |