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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 | $88,182 | $78,027+13.0% | $178,528-50.6% | $80,925+9.0% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.7%+14.2pp |
| Annual return | 23.90% | 18.09%+5.8pp | 27.11%-3.2pp | 35.65%-11.7pp |
| Employer contribution / active EE | $3,026 | $2,281+32.6% | $3,950-23.4% | $2,756+9.8% |
| Participant deferral / active EE | $7,688 | $4,408+74.4% | $6,278+22.5% | $4,299+78.9% |
| Admin fee / account holder | $1,193 | $7,168-83.3% | $10,419-88.5% | $6,940-82.8% |