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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 | $93,683 | $45,698+105.0% | $61,048+53.5% | $72,983+28.4% |
| Participation rate | 93.9% | 74.3%+19.7pp | 79.3%+14.6pp | 69.5%+24.5pp |
| Annual return | 24.21% | 20.14%+4.1pp | 26.18%-2.0pp | 81.01%-56.8pp |
| Employer contribution / active EE | $3,890 | $2,803+38.8% | $3,716+4.7% | $2,440+59.4% |
| Participant deferral / active EE | $7,006 | $3,264+114.7% | $4,470+56.7% | $3,608+94.2% |
| Admin fee / account holder | $1,718 | $3,347-48.7% | $3,728-53.9% | $5,124-66.5% |