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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 | $103,700 | $56,894+82.3% | $84,753+22.4% | $62,881+64.9% |
| Participation rate | 73.9% | 68.5%+5.4pp | 76.6%-2.7pp | 69.3%+4.6pp |
| Annual return | 11.57% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,423 | $2,400+0.9% | $3,574-32.2% | $2,281+6.2% |
| Participant deferral / active EE | $5,474 | $2,709+102.1% | $3,712+47.5% | $3,203+70.9% |
| Admin fee / account holder | $4,026 | $3,581+12.4% | $5,333-24.5% | $4,296-6.3% |