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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 | $108,306 | $45,087+140.2% | $69,483+55.9% | $72,976+48.4% |
| Participation rate | 87.7% | 68.5%+19.2pp | 74.6%+13.1pp | 69.5%+18.2pp |
| Annual return | 24.01% | 22.67%+1.3pp | 28.99%-5.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,973 | $2,055+44.6% | $2,780+6.9% | $2,440+21.8% |
| Participant deferral / active EE | $7,064 | $2,603+171.4% | $3,537+99.8% | $3,608+95.8% |
| Admin fee / account holder | $1,459 | $3,057-52.3% | $3,841-62.0% | $5,124-71.5% |