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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 | $98,373 | $39,125+151.4% | $57,183+72.0% | $62,881+56.4% |
| Participation rate | 89.9% | 70.5%+19.4pp | 75.3%+14.5pp | 69.3%+20.6pp |
| Annual return | 6.33% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,634 | $1,874+40.5% | $2,682-1.8% | $2,281+15.5% |
| Participant deferral / active EE | $3,798 | $2,374+60.0% | $3,096+22.7% | $3,203+18.6% |
| Admin fee / account holder | $1,150 | $2,593-55.6% | $3,139-63.4% | $4,296-73.2% |