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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 | $72,332 | $39,132+84.8% | $57,196+26.5% | $62,881+15.0% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.6pp | 69.3%+19.6pp |
| Annual return | 7.11% | 9.24%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,046 | $1,874+115.9% | $2,683+50.8% | $2,281+77.4% |
| Participant deferral / active EE | $2,454 | $2,374+3.4% | $3,096-20.7% | $3,203-23.4% |
| Admin fee / account holder | $2,920 | $2,594+12.6% | $3,141-7.0% | $4,296-32.0% |