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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 | $68,336 | $39,132+74.6% | $57,196+19.5% | $62,881+8.7% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 8.06% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $8,637 | $1,874+360.9% | $2,683+221.9% | $2,281+278.7% |
| Participant deferral / active EE | $7,626 | $2,374+221.2% | $3,096+146.3% | $3,203+138.1% |
| Admin fee / account holder | $3,272 | $2,594+26.1% | $3,141+4.2% | $4,296-23.8% |