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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 | $72,116 | $52,306+37.9% | $69,779+3.3% | $62,881+14.7% |
| Participation rate | 94.9% | 67.2%+27.6pp | 71.8%+23.0pp | 69.3%+25.6pp |
| Annual return | 7.77% | 13.35%-5.6pp | 12.99%-5.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,279 | $1,799+26.7% | $2,338-2.5% | $2,281-0.1% |
| Participant deferral / active EE | $3,164 | $2,395+32.1% | $2,931+8.0% | $3,203-1.2% |
| Admin fee / account holder | $11,340 | $3,691+207.2% | $4,381+158.8% | $4,296+164.0% |