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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 | $76,235 | $60,349+26.3% | $74,184+2.8% | $62,881+21.2% |
| Participation rate | 92.9% | 72.7%+20.2pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 7.92% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,972 | $1,680+195.9% | $2,370+109.8% | $2,281+118.0% |
| Participant deferral / active EE | $6,081 | $2,856+112.9% | $3,550+71.3% | $3,203+89.9% |
| Admin fee / account holder | $5,023 | $4,261+17.9% | $5,586-10.1% | $4,296+16.9% |