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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 | $88,907 | $86,949+2.3% | $102,460-13.2% | $80,959+9.8% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 81.78% | 18.89%+62.9pp | 29.47%+52.3pp | 35.67%+46.1pp |
| Employer contribution / active EE | $4,328 | $2,370+82.6% | $3,025+43.1% | $2,757+57.0% |
| Participant deferral / active EE | $7,092 | $4,121+72.1% | $5,056+40.3% | $4,300+64.9% |
| Admin fee / account holder | $1,596 | $8,048-80.2% | $9,460-83.1% | $6,925-77.0% |