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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 | $88,116 | $65,367+34.8% | $92,915-5.2% | $72,976+20.7% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 24.14% | 42.11%-18.0pp | 109.45%-85.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $6,589 | $2,594+154.0% | $3,653+80.3% | $2,440+170.0% |
| Participant deferral / active EE | $7,618 | $3,128+143.5% | $4,238+79.7% | $3,608+111.1% |
| Admin fee / account holder | $5,070 | $4,251+19.2% | $5,796-12.5% | $5,124-1.1% |