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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 | $84,643 | $76,551+10.6% | $123,894-31.7% | $62,881+34.6% |
| Participation rate | 94.3% | 73.0%+21.4pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 6.95% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,624 | $2,882+25.7% | $4,617-21.5% | $2,281+58.9% |
| Participant deferral / active EE | $6,767 | $4,840+39.8% | $5,984+13.1% | $3,203+111.3% |
| Admin fee / account holder | $1,742 | $4,826-63.9% | $8,357-79.2% | $4,296-59.4% |