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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 | $83,435 | $56,894+46.7% | $84,753-1.6% | $62,881+32.7% |
| Participation rate | 84.8% | 68.5%+16.2pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 10.11% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $7,137 | $2,400+197.4% | $3,574+99.7% | $2,281+212.9% |
| Participant deferral / active EE | $4,621 | $2,709+70.6% | $3,712+24.5% | $3,203+44.3% |
| Admin fee / account holder | $3,439 | $3,581-4.0% | $5,333-35.5% | $4,296-19.9% |