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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 | $83,974 | $60,349+39.1% | $74,184+13.2% | $62,881+33.5% |
| Participation rate | 86.1% | 72.7%+13.4pp | 76.6%+9.5pp | 69.3%+16.8pp |
| Annual return | 6.63% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,809 | $1,680+7.6% | $2,370-23.7% | $2,281-20.7% |
| Participant deferral / active EE | $4,527 | $2,856+58.5% | $3,550+27.5% | $3,203+41.3% |
| Admin fee / account holder | $1,608 | $4,261-62.3% | $5,586-71.2% | $4,296-62.6% |