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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 | $69,532 | $60,349+15.2% | $74,184-6.3% | $62,881+10.6% |
| Participation rate | 93.5% | 72.7%+20.7pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 7.11% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,516 | $1,680+109.3% | $2,370+48.4% | $2,281+54.2% |
| Participant deferral / active EE | $4,380 | $2,856+53.3% | $3,550+23.4% | $3,203+36.8% |
| Admin fee / account holder | $8,048 | $4,261+88.9% | $5,586+44.1% | $4,296+87.4% |