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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 | $145,205 | $76,367+90.1% | $93,614+55.1% | $72,983+99.0% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.5%+12.1pp |
| Annual return | 32.46% | 25.82%+6.6pp | 32.76%-0.3pp | 81.01%-48.6pp |
| Employer contribution / active EE | $3,534 | $2,275+55.3% | $2,718+30.0% | $2,440+44.8% |
| Participant deferral / active EE | $6,757 | $3,538+91.0% | $4,069+66.1% | $3,608+87.3% |
| Admin fee / account holder | $1,684 | $6,838-75.4% | $7,889-78.6% | $5,124-67.1% |