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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 | $121,309 | $49,025+147.4% | $87,502+38.6% | $62,881+92.9% |
| Participation rate | 85.3% | 64.9%+20.4pp | 73.8%+11.5pp | 69.3%+16.0pp |
| Annual return | 9.38% | 10.02%-0.6pp | 12.21%-2.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,711 | $1,372+97.6% | $2,550+6.3% | $2,281+18.9% |
| Participant deferral / active EE | $5,911 | $2,289+158.2% | $3,149+87.7% | $3,203+84.5% |
| Admin fee / account holder | $803 | $4,065-80.3% | $4,221-81.0% | $4,296-81.3% |