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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 | $108,981 | $72,492+50.3% | $87,104+25.1% | $72,975+49.3% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 22.94% | 24.46%-1.5pp | 28.19%-5.2pp | 81.01%-58.1pp |
| Employer contribution / active EE | $3,825 | $1,894+102.0% | $2,521+51.7% | $2,440+56.7% |
| Participant deferral / active EE | $4,264 | $3,270+30.4% | $4,048+5.3% | $3,608+18.2% |
| Admin fee / account holder | $5,307 | $5,055+5.0% | $7,491-29.2% | $5,124+3.6% |