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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 | $110,570 | $41,377+167.2% | $109,313+1.2% | $62,881+75.8% |
| Participation rate | 77.8% | 57.5%+20.2pp | 71.3%+6.5pp | 69.3%+8.5pp |
| Annual return | 8.78% | 11.05%-2.3pp | 22.07%-13.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,727 | $1,276+113.8% | $3,892-29.9% | $2,281+19.6% |
| Participant deferral / active EE | $4,592 | $2,045+124.5% | $3,166+45.0% | $3,203+43.4% |
| Admin fee / account holder | $682 | $2,884-76.4% | $5,666-88.0% | $4,296-84.1% |