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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 | $98,708 | $45,087+118.9% | $69,483+42.1% | $72,976+35.3% |
| Participation rate | 88.1% | 68.5%+19.7pp | 74.6%+13.5pp | 69.5%+18.6pp |
| Annual return | 20.06% | 22.67%-2.6pp | 28.99%-8.9pp | 81.02%-61.0pp |
| Employer contribution / active EE | $2,107 | $2,055+2.5% | $2,780-24.2% | $2,440-13.7% |
| Participant deferral / active EE | $5,536 | $2,603+112.7% | $3,537+56.5% | $3,608+53.4% |
| Admin fee / account holder | $3,092 | $3,057+1.1% | $3,841-19.5% | $5,124-39.7% |