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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 | $95,530 | $67,602+41.3% | $82,312+16.1% | $70,126+36.2% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 18.48% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $782 | $1,755-55.5% | $2,428-67.8% | $2,343-66.6% |
| Participant deferral / active EE | $6,837 | $2,987+128.9% | $3,706+84.5% | $3,332+105.2% |
| Admin fee / account holder | $8,445 | $4,512+87.2% | $5,608+50.6% | $4,645+81.8% |