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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 | $74,958 | $56,894+31.8% | $84,753-11.6% | $62,881+19.2% |
| Participation rate | 75.8% | 68.5%+7.2pp | 76.6%-0.8pp | 69.3%+6.5pp |
| Annual return | 5.66% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,894 | $2,400+20.6% | $3,574-19.0% | $2,281+26.9% |
| Participant deferral / active EE | $6,942 | $2,709+156.3% | $3,712+87.0% | $3,203+116.7% |
| Admin fee / account holder | $14,406 | $3,581+302.3% | $5,333+170.1% | $4,296+235.4% |