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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 | $81,364 | $101,752-20.0% | $164,928-50.7% | $80,911+0.6% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 22.24% | 16.73%+5.5pp | 70.08%-47.8pp | 35.63%-13.4pp |
| Employer contribution / active EE | $3,170 | $2,953+7.3% | $4,343-27.0% | $2,756+15.0% |
| Participant deferral / active EE | $5,759 | $4,477+28.6% | $6,034-4.6% | $4,297+34.0% |
| Admin fee / account holder | $6,818 | $8,218-17.0% | $12,684-46.3% | $6,935-1.7% |