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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 | $106,295 | $88,707+19.8% | $74,184+43.3% | $273,972-61.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 6.30% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,287 | $3,159+35.7% | $2,370+80.9% | $4,869-11.9% |
| Participant deferral / active EE | $2,871 | $4,212-31.8% | $3,550-19.1% | $5,287-45.7% |
| Admin fee / account holder | $2,485 | $8,717-71.5% | $5,586-55.5% | $10,133-75.5% |