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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 | $77,962+13.1% | $178,540-50.6% | $80,935+9.0% |
| Participation rate | 81.8% | 65.7%+16.2pp | 77.1%+4.7pp | 67.7%+14.2pp |
| Annual return | 23.90% | 18.10%+5.8pp | 27.15%-3.2pp | 35.66%-11.8pp |
| Employer contribution / active EE | $3,026 | $2,280+32.7% | $3,953-23.4% | $2,757+9.8% |
| Participant deferral / active EE | $7,688 | $4,404+74.6% | $6,281+22.4% | $4,299+78.8% |
| Admin fee / account holder | $1,193 | $7,156-83.3% | $10,424-88.6% | $6,924-82.8% |