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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 | $53,114 | $39,534+34.4% | $46,225+14.9% | $62,881-15.5% |
| Participation rate | 96.8% | 74.6%+22.2pp | 79.5%+17.3pp | 69.3%+27.5pp |
| Annual return | 8.26% | 8.93%-0.7pp | 7.57%+0.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,391 | $2,646+65.9% | $3,424+28.3% | $2,281+92.5% |
| Participant deferral / active EE | $6,859 | $2,681+155.8% | $3,776+81.6% | $3,203+114.2% |
| Admin fee / account holder | $3,230 | $2,464+31.1% | $3,519-8.2% | $4,296-24.8% |