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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 | $88,903 | $72,269+23.0% | $101,271-12.2% | $79,852+11.3% |
| Participation rate | 98.9% | 68.5%+30.5pp | 75.8%+23.1pp | 69.6%+29.3pp |
| Annual return | 13.57% | 22.29%-8.7pp | 46.48%-32.9pp | 31.72%-18.2pp |
| Employer contribution / active EE | $4,637 | $2,692+72.3% | $3,660+26.7% | $2,471+87.6% |
| Participant deferral / active EE | $3,692 | $3,282+12.5% | $4,371-15.5% | $3,740-1.3% |
| Admin fee / account holder | $3,353 | $4,401-23.8% | $5,948-43.6% | $5,306-36.8% |