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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 | $83,724 | $51,708+61.9% | $106,619-21.5% | $62,881+33.1% |
| Participation rate | 80.6% | 66.9%+13.7pp | 78.0%+2.6pp | 69.3%+11.3pp |
| Annual return | 7.43% | 4.69%+2.7pp | 9.42%-2.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,868 | $1,764+62.6% | $3,947-27.3% | $2,281+25.8% |
| Participant deferral / active EE | $6,091 | $2,315+163.1% | $3,930+55.0% | $3,203+90.2% |
| Admin fee / account holder | $1,167 | $3,349-65.1% | $6,418-81.8% | $4,296-72.8% |