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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 | $98,898 | $60,349+63.9% | $74,184+33.3% | $62,881+57.3% |
| Participation rate | 88.5% | 72.7%+15.8pp | 76.6%+11.9pp | 69.3%+19.2pp |
| Annual return | 7.05% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,255 | $1,680+34.2% | $2,370-4.8% | $2,281-1.1% |
| Participant deferral / active EE | $5,464 | $2,856+91.3% | $3,550+53.9% | $3,203+70.6% |
| Admin fee / account holder | $6,609 | $4,261+55.1% | $5,586+18.3% | $4,296+53.8% |