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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 | $107,773 | $58,587+84.0% | $83,322+29.3% | $64,173+67.9% |
| Participation rate | 93.2% | 72.0%+21.2pp | 77.8%+15.4pp | 69.6%+23.6pp |
| Annual return | 9.81% | 9.65%+0.2pp | 10.64%-0.8pp | 7.63%+2.2pp |
| Employer contribution / active EE | $611 | $2,098-70.9% | $3,379-81.9% | $2,381-74.3% |
| Participant deferral / active EE | $5,190 | $4,654+11.5% | $5,565-6.7% | $3,470+49.6% |
| Admin fee / account holder | $5,332 | $9,279-42.5% | $7,540-29.3% | $4,887+9.1% |