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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 | $79,413 | $49,025+62.0% | $87,502-9.2% | $62,881+26.3% |
| Participation rate | 93.2% | 64.9%+28.3pp | 73.8%+19.3pp | 69.3%+23.8pp |
| Annual return | 8.23% | 10.02%-1.8pp | 12.21%-4.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,849 | $1,372+399.3% | $2,550+168.6% | $2,281+200.3% |
| Participant deferral / active EE | $3,941 | $2,289+72.1% | $3,149+25.2% | $3,203+23.0% |
| Admin fee / account holder | $4,740 | $4,065+16.6% | $4,221+12.3% | $4,296+10.3% |