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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 | $114,912 | $76,551+50.1% | $123,894-7.3% | $62,881+82.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 17.88% | 18.68%-0.8pp | 47.52%-29.6pp | 20.14%-2.3pp |
| Employer contribution / active EE | $4,528 | $2,882+57.1% | $4,617-1.9% | $2,281+98.5% |
| Participant deferral / active EE | $6,404 | $4,840+32.3% | $5,984+7.0% | $3,203+100.0% |
| Admin fee / account holder | $981 | $4,826-79.7% | $8,357-88.3% | $4,296-77.2% |