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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 | $112,143 | $56,894+97.1% | $84,753+32.3% | $62,881+78.3% |
| Participation rate | 95.5% | 68.5%+26.9pp | 76.6%+18.9pp | 69.3%+26.1pp |
| Annual return | 8.44% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,029 | $2,400-15.4% | $3,574-43.2% | $2,281-11.0% |
| Participant deferral / active EE | $5,098 | $2,709+88.2% | $3,712+37.3% | $3,203+59.2% |
| Admin fee / account holder | $2,638 | $3,581-26.3% | $5,333-50.5% | $4,296-38.6% |