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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 | $84,590 | $67,606+25.1% | $82,313+2.8% | $70,124+20.6% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 18.42% | 21.57%-3.1pp | 25.88%-7.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,216 | $1,755+83.2% | $2,428+32.4% | $2,342+37.3% |
| Participant deferral / active EE | $4,848 | $2,987+62.3% | $3,706+30.8% | $3,332+45.5% |
| Admin fee / account holder | $1,514 | $4,512-66.4% | $5,608-73.0% | $4,645-67.4% |