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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 | $87,577 | $60,349+45.1% | $74,184+18.1% | $62,881+39.3% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 10.77% | 21.38%-10.6pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,838 | $1,680+9.4% | $2,370-22.5% | $2,281-19.4% |
| Participant deferral / active EE | $2,979 | $2,856+4.3% | $3,550-16.1% | $3,203-7.0% |
| Admin fee / account holder | $6,873 | $4,261+61.3% | $5,586+23.0% | $4,296+60.0% |