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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 | $73,372 | $39,132+87.5% | $57,196+28.3% | $62,881+16.7% |
| Participation rate | 91.3% | 70.5%+20.8pp | 75.3%+16.0pp | 69.3%+22.0pp |
| Annual return | 6.80% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,317 | $1,874+77.0% | $2,683+23.7% | $2,281+45.4% |
| Participant deferral / active EE | $7,418 | $2,374+212.4% | $3,096+139.6% | $3,203+131.6% |
| Admin fee / account holder | $4,148 | $2,594+59.9% | $3,141+32.1% | $4,296-3.4% |