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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 | $84,478 | $39,132+115.9% | $57,196+47.7% | $62,881+34.3% |
| Participation rate | 75.9% | 70.5%+5.4pp | 75.3%+0.5pp | 69.3%+6.6pp |
| Annual return | 11.80% | 9.24%+2.6pp | 14.59%-2.8pp | 20.14%-8.3pp |
| Employer contribution / active EE | $7,400 | $1,874+294.9% | $2,683+175.8% | $2,281+224.4% |
| Participant deferral / active EE | $7,208 | $2,374+203.6% | $3,096+132.8% | $3,203+125.0% |
| Admin fee / account holder | $626 | $2,594-75.9% | $3,141-80.1% | $4,296-85.4% |