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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 | $128,580 | $76,371+68.4% | $93,621+37.3% | $72,976+76.2% |
| Participation rate | 94.1% | 71.8%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | 24.88% | 25.82%-0.9pp | 32.76%-7.9pp | 81.02%-56.1pp |
| Employer contribution / active EE | $3,787 | $2,276+66.4% | $2,719+39.3% | $2,440+55.2% |
| Participant deferral / active EE | $4,855 | $3,538+37.2% | $4,070+19.3% | $3,608+34.6% |
| Admin fee / account holder | $612 | $6,839-91.0% | $7,890-92.2% | $5,124-88.0% |