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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 | $143,075 | $88,583+61.5% | $88,497+61.7% | $273,972-47.8% |
| Participation rate | 92.3% | 83.5%+8.8pp | 82.4%+9.9pp | 83.0%+9.3pp |
| Annual return | 7.51% | 5.68%+1.8pp | 7.63%-0.1pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,403 | $4,502+42.2% | $4,036+58.6% | $4,869+31.5% |
| Participant deferral / active EE | $10,130 | $4,891+107.1% | $4,899+106.8% | $5,287+91.6% |
| Admin fee / account holder | $618 | $8,980-93.1% | $6,220-90.1% | $10,133-93.9% |