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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 | $95,665 | $76,551+25.0% | $123,894-22.8% | $62,881+52.1% |
| Participation rate | 94.6% | 73.0%+21.7pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,390 | $2,882+17.6% | $4,617-26.6% | $2,281+48.6% |
| Participant deferral / active EE | $4,622 | $4,840-4.5% | $5,984-22.8% | $3,203+44.3% |
| Admin fee / account holder | $5,063 | $4,826+4.9% | $8,357-39.4% | $4,296+17.9% |