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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 | $83,305 | $56,277+48.0% | $80,976+2.9% | $62,891+32.5% |
| Participation rate | 70.2% | 69.0%+1.2pp | 75.8%-5.6pp | 69.3%+0.9pp |
| Annual return | 7.10% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,691 | $1,943+38.5% | $3,714-27.5% | $2,281+18.0% |
| Participant deferral / active EE | $6,001 | $4,195+43.0% | $5,696+5.4% | $3,203+87.4% |
| Admin fee / account holder | $6,306 | $3,741+68.6% | $5,516+14.3% | $4,296+46.8% |