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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 | $116,199 | $60,349+92.5% | $74,184+56.6% | $62,881+84.8% |
| Participation rate | 89.3% | 72.7%+16.6pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 6.81% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,531 | $1,680-8.9% | $2,370-35.4% | $2,281-32.9% |
| Participant deferral / active EE | $4,151 | $2,856+45.3% | $3,550+16.9% | $3,203+29.6% |
| Admin fee / account holder | $5,771 | $4,261+35.5% | $5,586+3.3% | $4,296+34.3% |