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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 | $58,427 | $51,708+13.0% | $106,619-45.2% | $62,881-7.1% |
| Participation rate | 96.7% | 66.9%+29.8pp | 78.0%+18.7pp | 69.3%+27.4pp |
| Annual return | 4.87% | 4.69%+0.2pp | 9.42%-4.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,674 | $1,764+51.6% | $3,947-32.3% | $2,281+17.2% |
| Participant deferral / active EE | $4,963 | $2,315+114.3% | $3,930+26.3% | $3,203+54.9% |
| Admin fee / account holder | $2,306 | $3,349-31.1% | $6,418-64.1% | $4,296-46.3% |