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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 | $124,145 | $56,894+118.2% | $84,753+46.5% | $62,881+97.4% |
| Participation rate | 86.0% | 68.5%+17.5pp | 76.6%+9.5pp | 69.3%+16.7pp |
| Annual return | 5.72% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,054 | $2,400+27.3% | $3,574-14.5% | $2,281+33.9% |
| Participant deferral / active EE | $3,298 | $2,709+21.7% | $3,712-11.2% | $3,203+3.0% |
| Admin fee / account holder | $6,393 | $3,581+78.5% | $5,333+19.9% | $4,296+48.8% |