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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 | $87,982 | $45,087+95.1% | $69,483+26.6% | $72,976+20.6% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 24.73% | 22.67%+2.1pp | 28.99%-4.3pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,344 | $2,055+14.1% | $2,780-15.7% | $2,440-3.9% |
| Participant deferral / active EE | $7,900 | $2,603+203.5% | $3,537+123.4% | $3,608+119.0% |
| Admin fee / account holder | $6,647 | $3,057+117.5% | $3,841+73.1% | $5,124+29.7% |