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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 | $104,372 | $67,602+54.4% | $82,312+26.8% | $70,126+48.8% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,188 | $1,755+81.7% | $2,428+31.3% | $2,343+36.1% |
| Participant deferral / active EE | $6,642 | $2,987+122.4% | $3,706+79.2% | $3,332+99.4% |
| Admin fee / account holder | $3,095 | $4,512-31.4% | $5,608-44.8% | $4,645-33.4% |