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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 | $80,616 | $56,894+41.7% | $84,753-4.9% | $62,881+28.2% |
| Participation rate | 95.0% | 68.5%+26.5pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 9.80% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,072 | $2,400+28.0% | $3,574-14.1% | $2,281+34.7% |
| Participant deferral / active EE | $6,407 | $2,709+136.5% | $3,712+72.6% | $3,203+100.0% |
| Admin fee / account holder | $767 | $3,581-78.6% | $5,333-85.6% | $4,296-82.1% |