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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 | $85,676 | $67,602+26.7% | $82,312+4.1% | $70,126+22.2% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 14.17% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $4,986 | $1,755+184.1% | $2,428+105.3% | $2,343+112.9% |
| Participant deferral / active EE | $4,934 | $2,987+65.2% | $3,706+33.1% | $3,332+48.1% |
| Admin fee / account holder | $9,280 | $4,512+105.7% | $5,608+65.5% | $4,645+99.8% |