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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 | $99,067 | $45,082+119.8% | $69,464+42.6% | $72,975+35.8% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 24.75% | 22.66%+2.1pp | 28.98%-4.2pp | 81.01%-56.3pp |
| Employer contribution / active EE | $3,618 | $2,055+76.0% | $2,779+30.2% | $2,440+48.3% |
| Participant deferral / active EE | $8,196 | $2,604+214.8% | $3,536+131.8% | $3,608+127.2% |
| Admin fee / account holder | $1,794 | $3,057-41.3% | $3,840-53.3% | $5,124-65.0% |