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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 | $84,488 | $58,493+44.4% | $84,023+0.6% | $72,976+15.8% |
| Participation rate | 85.3% | 61.2%+24.1pp | 69.0%+16.3pp | 69.5%+15.8pp |
| Annual return | 22.93% | 28.93%-6.0pp | 71.32%-48.4pp | 81.02%-58.1pp |
| Employer contribution / active EE | $2,938 | $1,163+152.6% | $1,984+48.1% | $2,440+20.4% |
| Participant deferral / active EE | $4,527 | $2,394+89.1% | $3,239+39.8% | $3,608+25.5% |
| Admin fee / account holder | $2,141 | $4,569-53.1% | $6,102-64.9% | $5,124-58.2% |