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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 | $95,738 | $79,961+19.7% | $98,462-2.8% | $75,177+27.3% |
| Participation rate | 91.9% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.7pp |
| Annual return | 25.61% | 19.75%+5.9pp | 21.17%+4.4pp | 160.75%-135.1pp |
| Employer contribution / active EE | $3,248 | $2,264+43.4% | $3,049+6.5% | $2,671+21.6% |
| Participant deferral / active EE | $4,206 | $3,753+12.1% | $4,738-11.2% | $4,126+1.9% |
| Admin fee / account holder | $3,521 | $6,842-48.5% | $8,875-60.3% | $5,651-37.7% |