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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 | $115,280 | $76,551+50.6% | $123,894-7.0% | $62,881+83.3% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 7.12% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,169 | $2,882-24.8% | $4,617-53.0% | $2,281-4.9% |
| Participant deferral / active EE | $7,552 | $4,840+56.0% | $5,984+26.2% | $3,203+135.8% |
| Admin fee / account holder | $7,772 | $4,826+61.0% | $8,357-7.0% | $4,296+80.9% |