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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 | $85,974 | $63,355+35.7% | $91,994-6.5% | $72,983+17.8% |
| Participation rate | 94.6% | 72.5%+22.1pp | 78.6%+16.0pp | 69.5%+25.1pp |
| Annual return | 20.95% | 35.35%-14.4pp | 69.03%-48.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $3,721 | $2,116+75.9% | $3,452+7.8% | $2,440+52.5% |
| Participant deferral / active EE | $5,827 | $4,883+19.3% | $5,923-1.6% | $3,608+61.5% |
| Admin fee / account holder | $1,821 | $4,668-61.0% | $7,743-76.5% | $5,124-64.5% |