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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 | $100,279 | $56,894+76.3% | $84,753+18.3% | $62,881+59.5% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 5.43% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,299 | $2,400-45.9% | $3,574-63.6% | $2,281-43.0% |
| Participant deferral / active EE | $4,567 | $2,709+68.6% | $3,712+23.0% | $3,203+42.6% |
| Admin fee / account holder | $6,549 | $3,581+82.9% | $5,333+22.8% | $4,296+52.5% |