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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 | $94,199 | $72,486+30.0% | $87,103+8.1% | $72,976+29.1% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 40.53% | 24.46%+16.1pp | 28.19%+12.3pp | 81.02%-40.5pp |
| Employer contribution / active EE | $3,059 | $1,894+61.5% | $2,521+21.3% | $2,440+25.4% |
| Participant deferral / active EE | $4,250 | $3,270+30.0% | $4,049+5.0% | $3,608+17.8% |
| Admin fee / account holder | $3,899 | $5,055-22.9% | $7,491-48.0% | $5,124-23.9% |