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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 | $87,006 | $56,894+52.9% | $84,753+2.7% | $62,881+38.4% |
| Participation rate | 92.5% | 68.5%+24.0pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 8.55% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,692 | $2,400-29.5% | $3,574-52.7% | $2,281-25.8% |
| Participant deferral / active EE | $5,135 | $2,709+89.5% | $3,712+38.3% | $3,203+60.3% |
| Admin fee / account holder | $535 | $3,581-85.1% | $5,333-90.0% | $4,296-87.5% |