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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 | $94,820 | $83,485+13.6% | $125,195-24.3% | $72,976+29.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 22.22% | 25.77%-3.5pp | 43.79%-21.6pp | 81.02%-58.8pp |
| Employer contribution / active EE | $2,360 | $2,346+0.6% | $3,866-39.0% | $2,440-3.3% |
| Participant deferral / active EE | $3,895 | $3,586+8.6% | $4,937-21.1% | $3,608+8.0% |
| Admin fee / account holder | $5,859 | $5,518+6.2% | $9,704-39.6% | $5,124+14.3% |