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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 | $98,600 | $60,349+63.4% | $74,184+32.9% | $62,881+56.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 8.12% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,294 | $1,680+36.5% | $2,370-3.2% | $2,281+0.6% |
| Participant deferral / active EE | $4,504 | $2,856+57.7% | $3,550+26.9% | $3,203+40.6% |
| Admin fee / account holder | $2,037 | $4,261-52.2% | $5,586-63.5% | $4,296-52.6% |