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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 | $86,031 | $60,349+42.6% | $74,184+16.0% | $62,881+36.8% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.3pp |
| Annual return | 7.26% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,356 | $1,680+40.2% | $2,370-0.6% | $2,281+3.3% |
| Participant deferral / active EE | $2,237 | $2,856-21.7% | $3,550-37.0% | $3,203-30.2% |
| Admin fee / account holder | $1,943 | $4,261-54.4% | $5,586-65.2% | $4,296-54.8% |