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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 | $96,308 | $70,486+36.6% | $100,528-4.2% | $79,852+20.6% |
| Participation rate | 97.4% | 73.6%+23.8pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 15.04% | 21.90%-6.9pp | 30.90%-15.9pp | 31.72%-16.7pp |
| Employer contribution / active EE | $5,660 | $2,165+161.5% | $3,419+65.6% | $2,471+129.1% |
| Participant deferral / active EE | $6,932 | $5,182+33.8% | $6,271+10.5% | $3,740+85.3% |
| Admin fee / account holder | $5,901 | $4,480+31.7% | $8,084-27.0% | $5,306+11.2% |