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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 | $88,345 | $70,486+25.3% | $100,535-12.1% | $79,856+10.6% |
| Participation rate | 89.4% | 73.6%+15.7pp | 79.4%+9.9pp | 69.6%+19.7pp |
| Annual return | 29.33% | 21.90%+7.4pp | 30.90%-1.6pp | 31.71%-2.4pp |
| Employer contribution / active EE | $3,028 | $2,165+39.9% | $3,419-11.4% | $2,471+22.5% |
| Participant deferral / active EE | $6,341 | $5,182+22.4% | $6,271+1.1% | $3,741+69.5% |
| Admin fee / account holder | $1,716 | $4,480-61.7% | $8,085-78.8% | $5,306-67.7% |