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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 | $100,140 | $56,894+76.0% | $84,753+18.2% | $62,881+59.3% |
| Participation rate | 87.9% | 68.5%+19.3pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 4.47% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $3,616 | $2,400+50.7% | $3,574+1.2% | $2,281+58.5% |
| Participant deferral / active EE | $3,574 | $2,709+31.9% | $3,712-3.7% | $3,203+11.6% |
| Admin fee / account holder | $8,962 | $3,581+150.3% | $5,333+68.0% | $4,296+108.6% |