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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 | $97,291 | $72,492+34.2% | $87,102+11.7% | $72,983+33.3% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.7pp | 69.5%+19.0pp |
| Annual return | 21.47% | 24.46%-3.0pp | 28.19%-6.7pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,714 | $1,894+43.3% | $2,521+7.6% | $2,440+11.2% |
| Participant deferral / active EE | $6,442 | $3,270+97.0% | $4,048+59.1% | $3,608+78.6% |
| Admin fee / account holder | $896 | $5,055-82.3% | $7,491-88.0% | $5,124-82.5% |