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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 | $96,515 | $73,988+30.4% | $96,5380% | $75,177+28.4% |
| Participation rate | 89.1% | 66.4%+22.7pp | 74.3%+14.8pp | 67.2%+21.9pp |
| Annual return | 19.91% | 26.73%-6.8pp | 35.74%-15.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $6,741 | $2,930+130.1% | $3,740+80.2% | $2,671+152.4% |
| Participant deferral / active EE | $2,459 | $3,660-32.8% | $4,880-49.6% | $4,126-40.4% |
| Admin fee / account holder | $5,598 | $5,220+7.3% | $6,737-16.9% | $5,651-0.9% |