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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 | $107,425 | $72,177+48.8% | $115,038-6.6% | $59,633+80.1% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | 16.81% | 12.02%+4.8pp | 26.14%-9.3pp | 2041.45%-2024.6pp |
| Employer contribution / active EE | $2,997 | $2,841+5.5% | $4,608-35.0% | $2,203+36.0% |
| Participant deferral / active EE | $6,139 | $4,783+28.4% | $6,026+1.9% | $3,192+92.4% |
| Admin fee / account holder | $3,621 | $4,927-26.5% | $8,175-55.7% | $4,297-15.7% |