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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 | $92,455 | $66,764+38.5% | $88,497+4.5% | $62,881+47.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 7.10% | 10.37%-3.3pp | 7.63%-0.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,262 | $3,077+38.5% | $4,036+5.6% | $2,281+86.9% |
| Participant deferral / active EE | $6,466 | $3,976+62.6% | $4,899+32.0% | $3,203+101.9% |
| Admin fee / account holder | $7,724 | $4,668+65.5% | $6,220+24.2% | $4,296+79.8% |