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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 | $78,931 | $60,349+30.8% | $74,184+6.4% | $62,881+25.5% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 7.06% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,793 | $1,680+66.2% | $2,370+17.8% | $2,281+22.4% |
| Participant deferral / active EE | $5,155 | $2,856+80.5% | $3,550+45.2% | $3,203+61.0% |
| Admin fee / account holder | $7,171 | $4,261+68.3% | $5,586+28.4% | $4,296+66.9% |