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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 | $109,784 | $72,486+51.5% | $87,103+26.0% | $72,976+50.4% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 28.62% | 24.46%+4.2pp | 28.19%+0.4pp | 81.02%-52.4pp |
| Employer contribution / active EE | $3,883 | $1,894+105.0% | $2,521+54.0% | $2,440+59.1% |
| Participant deferral / active EE | $5,233 | $3,270+60.0% | $4,049+29.2% | $3,608+45.0% |
| Admin fee / account holder | $856 | $5,055-83.1% | $7,491-88.6% | $5,124-83.3% |