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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 | $86,619 | $45,087+92.1% | $69,483+24.7% | $72,976+18.7% |
| Participation rate | 95.5% | 68.5%+27.0pp | 74.6%+20.9pp | 69.5%+26.0pp |
| Annual return | 20.03% | 22.67%-2.6pp | 28.99%-9.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,363 | $2,055-33.7% | $2,780-51.0% | $2,440-44.1% |
| Participant deferral / active EE | $2,616 | $2,603+0.5% | $3,537-26.0% | $3,608-27.5% |
| Admin fee / account holder | $1,921 | $3,057-37.2% | $3,841-50.0% | $5,124-62.5% |