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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 | $84,757 | $76,551+10.7% | $123,894-31.6% | $62,881+34.8% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 14.50% | 18.68%-4.2pp | 47.52%-33.0pp | 20.14%-5.6pp |
| Employer contribution / active EE | $4,229 | $2,882+46.7% | $4,617-8.4% | $2,281+85.4% |
| Participant deferral / active EE | $7,774 | $4,840+60.6% | $5,984+29.9% | $3,203+142.7% |
| Admin fee / account holder | $12,976 | $4,826+168.9% | $8,357+55.3% | $4,296+202.1% |