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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 | $115,208 | $56,894+102.5% | $84,753+35.9% | $62,881+83.2% |
| Participation rate | 74.3% | 68.5%+5.7pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 7.76% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $9,229 | $2,400+284.6% | $3,574+158.2% | $2,281+304.6% |
| Participant deferral / active EE | $1,409 | $2,709-48.0% | $3,712-62.0% | $3,203-56.0% |
| Admin fee / account holder | $8,620 | $3,581+140.7% | $5,333+61.6% | $4,296+100.7% |