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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 | $100,869 | $83,485+20.8% | $125,192-19.4% | $72,975+38.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 21.83% | 25.77%-3.9pp | 43.79%-22.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $4,820 | $2,346+105.5% | $3,866+24.7% | $2,440+97.5% |
| Participant deferral / active EE | $6,555 | $3,586+82.8% | $4,937+32.8% | $3,608+81.7% |
| Admin fee / account holder | $3,549 | $5,518-35.7% | $9,704-63.4% | $5,124-30.7% |