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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 | $51,637 | $49,025+5.3% | $87,502-41.0% | $62,881-17.9% |
| Participation rate | 93.0% | 64.9%+28.1pp | 73.8%+19.2pp | 69.3%+23.7pp |
| Annual return | 9.27% | 10.02%-0.7pp | 12.21%-2.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,027 | $1,372+339.4% | $2,550+136.4% | $2,281+164.3% |
| Participant deferral / active EE | $4,899 | $2,289+114.0% | $3,149+55.6% | $3,203+53.0% |
| Admin fee / account holder | $1,347 | $4,065-66.9% | $4,221-68.1% | $4,296-68.6% |