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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 | $79,236 | $54,541+45.3% | $78,778+0.6% | $70,124+13.0% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.2%+22.9pp | 69.5%+22.5pp |
| Annual return | 15.83% | 21.07%-5.2pp | 35.62%-19.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,429 | $1,089+123.1% | $1,986+22.3% | $2,342+3.7% |
| Participant deferral / active EE | $4,966 | $2,210+124.7% | $2,958+67.9% | $3,332+49.0% |
| Admin fee / account holder | $4,856 | $3,709+30.9% | $5,134-5.4% | $4,645+4.5% |