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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 | $99,244 | $72,027+37.8% | $185,861-46.6% | $79,856+24.3% |
| Participation rate | 97.4% | 65.8%+31.6pp | 78.0%+19.3pp | 69.6%+27.7pp |
| Annual return | 22.42% | 23.13%-0.7pp | 35.96%-13.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $3,933 | $1,965+100.1% | $4,088-3.8% | $2,471+59.1% |
| Participant deferral / active EE | $6,757 | $3,780+78.8% | $5,634+19.9% | $3,741+80.6% |
| Admin fee / account holder | $3,345 | $4,513-25.9% | $9,503-64.8% | $5,306-37.0% |