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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 | $73,688 | $56,894+29.5% | $84,753-13.1% | $62,881+17.2% |
| Participation rate | 78.6% | 68.5%+10.0pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 8.53% | 6.30%+2.2pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,241 | $2,400+76.7% | $3,574+18.6% | $2,281+85.9% |
| Participant deferral / active EE | $1,867 | $2,709-31.1% | $3,712-49.7% | $3,203-41.7% |
| Admin fee / account holder | $877 | $3,581-75.5% | $5,333-83.6% | $4,296-79.6% |