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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 | $88,265 | $58,523+50.8% | $99,475-11.3% | $72,975+21.0% |
| Participation rate | 96.7% | 64.6%+32.0pp | 73.8%+22.8pp | 69.5%+27.2pp |
| Annual return | 16.81% | 28.51%-11.7pp | 30.72%-13.9pp | 81.01%-64.2pp |
| Employer contribution / active EE | $4,015 | $1,512+165.6% | $2,540+58.1% | $2,440+64.5% |
| Participant deferral / active EE | $3,534 | $2,606+35.6% | $3,619-2.3% | $3,608-2.0% |
| Admin fee / account holder | $5,606 | $4,102+36.7% | $6,252-10.3% | $5,124+9.4% |