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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 | $106,816 | $55,684+91.8% | $75,900+40.7% | $72,976+46.4% |
| Participation rate | 74.1% | 61.1%+12.9pp | 69.3%+4.8pp | 69.5%+4.6pp |
| Annual return | 23.59% | 27.60%-4.0pp | 30.73%-7.1pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,775 | $1,687+5.2% | $2,501-29.0% | $2,440-27.2% |
| Participant deferral / active EE | $3,936 | $2,634+49.4% | $3,604+9.2% | $3,608+9.1% |
| Admin fee / account holder | $557 | $3,981-86.0% | $5,421-89.7% | $5,124-89.1% |