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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 | $86,408 | $56,894+51.9% | $84,753+2.0% | $62,881+37.4% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 7.92% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,645 | $2,400+10.2% | $3,574-26.0% | $2,281+15.9% |
| Participant deferral / active EE | $6,373 | $2,709+135.2% | $3,712+71.7% | $3,203+99.0% |
| Admin fee / account holder | $3,505 | $3,581-2.1% | $5,333-34.3% | $4,296-18.4% |