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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 | $127,924 | $56,894+124.8% | $84,753+50.9% | $62,881+103.4% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 7.85% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,265 | $2,400-47.3% | $3,574-64.6% | $2,281-44.5% |
| Participant deferral / active EE | $5,537 | $2,709+104.4% | $3,712+49.2% | $3,203+72.9% |
| Admin fee / account holder | $1,663 | $3,581-53.6% | $5,333-68.8% | $4,296-61.3% |