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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 | $116,893 | $72,486+61.3% | $87,103+34.2% | $72,976+60.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | 23.85% | 24.46%-0.6pp | 28.19%-4.3pp | 81.02%-57.2pp |
| Employer contribution / active EE | $5,387 | $1,894+184.4% | $2,521+113.6% | $2,440+120.8% |
| Participant deferral / active EE | $8,369 | $3,270+156.0% | $4,049+106.7% | $3,608+132.0% |
| Admin fee / account holder | $330 | $5,055-93.5% | $7,491-95.6% | $5,124-93.6% |