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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 | $93,449 | $60,349+54.8% | $74,184+26.0% | $62,881+48.6% |
| Participation rate | 91.1% | 72.7%+18.3pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | 6.78% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,852 | $1,680+10.2% | $2,370-21.9% | $2,281-18.8% |
| Participant deferral / active EE | $5,429 | $2,856+90.1% | $3,550+53.0% | $3,203+69.5% |
| Admin fee / account holder | $5,341 | $4,261+25.4% | $5,586-4.4% | $4,296+24.3% |