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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 | $81,871 | $56,287+45.5% | $80,977+1.1% | $62,881+30.2% |
| Participation rate | 94.5% | 68.9%+25.6pp | 75.8%+18.7pp | 69.3%+25.2pp |
| Annual return | 8.99% | 22.13%-13.1pp | 17.11%-8.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,376 | $1,943+73.8% | $3,715-9.1% | $2,281+48.0% |
| Participant deferral / active EE | $7,515 | $4,196+79.1% | $5,696+31.9% | $3,203+134.6% |
| Admin fee / account holder | $584 | $3,742-84.4% | $5,517-89.4% | $4,296-86.4% |