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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 | $110,157 | $60,349+82.5% | $74,184+48.5% | $62,881+75.2% |
| Participation rate | 86.9% | 72.7%+14.2pp | 76.6%+10.3pp | 69.3%+17.6pp |
| Annual return | 8.51% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,447 | $1,680+45.6% | $2,370+3.3% | $2,281+7.3% |
| Participant deferral / active EE | $5,676 | $2,856+98.7% | $3,550+59.9% | $3,203+77.2% |
| Admin fee / account holder | $1,235 | $4,261-71.0% | $5,586-77.9% | $4,296-71.3% |