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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 | $84,165 | $70,486+19.4% | $100,535-16.3% | $79,856+5.4% |
| Participation rate | 97.5% | 73.6%+23.9pp | 79.4%+18.1pp | 69.6%+27.9pp |
| Annual return | 28.18% | 21.90%+6.3pp | 30.90%-2.7pp | 31.71%-3.5pp |
| Employer contribution / active EE | $2,206 | $2,165+1.9% | $3,419-35.5% | $2,471-10.7% |
| Participant deferral / active EE | $9,446 | $5,182+82.3% | $6,271+50.6% | $3,741+152.5% |
| Admin fee / account holder | $1,840 | $4,480-58.9% | $8,085-77.2% | $5,306-65.3% |