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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 | $86,287 | $60,349+43.0% | $74,184+16.3% | $62,881+37.2% |
| Participation rate | 75.3% | 72.7%+2.6pp | 76.6%-1.3pp | 69.3%+6.0pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,967 | $1,680+255.1% | $2,370+151.8% | $2,281+161.6% |
| Participant deferral / active EE | $13,194 | $2,856+361.9% | $3,550+271.7% | $3,203+311.9% |
| Admin fee / account holder | $7,526 | $4,261+76.6% | $5,586+34.7% | $4,296+75.2% |