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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 | $97,918 | $80,992+20.9% | $96,534+1.4% | $75,173+30.3% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 20.09% | 27.05%-7.0pp | 25.88%-5.8pp | 160.72%-140.6pp |
| Employer contribution / active EE | $2,592 | $2,283+13.6% | $2,965-12.6% | $2,671-2.9% |
| Participant deferral / active EE | $10,701 | $3,929+172.3% | $4,851+120.6% | $4,126+159.3% |
| Admin fee / account holder | $834 | $6,717-87.6% | $8,253-89.9% | $5,651-85.2% |