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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 | $82,972 | $61,605+34.7% | $112,273-26.1% | $75,173+10.4% |
| Participation rate | 91.5% | 61.7%+29.8pp | 72.4%+19.1pp | 67.2%+24.3pp |
| Annual return | 35.68% | 28.47%+7.2pp | 30.23%+5.5pp | 160.72%-125.0pp |
| Employer contribution / active EE | $2,629 | $2,015+30.4% | $3,431-23.4% | $2,671-1.6% |
| Participant deferral / active EE | $3,955 | $3,108+27.2% | $4,800-17.6% | $4,126-4.2% |
| Admin fee / account holder | $5,292 | $4,862+8.8% | $7,752-31.7% | $5,651-6.3% |