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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 | $106,602 | $56,287+89.4% | $80,977+31.6% | $62,881+69.5% |
| Participation rate | 73.0% | 68.9%+4.0pp | 75.8%-2.8pp | 69.3%+3.7pp |
| Annual return | 6.98% | 22.13%-15.1pp | 17.11%-10.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,155 | $1,943+10.9% | $3,715-42.0% | $2,281-5.5% |
| Participant deferral / active EE | $8,093 | $4,196+92.9% | $5,696+42.1% | $3,203+152.7% |
| Admin fee / account holder | $4,727 | $3,742+26.3% | $5,517-14.3% | $4,296+10.0% |