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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 | $76,605 | $39,132+95.8% | $57,196+33.9% | $62,881+21.8% |
| Participation rate | 84.8% | 70.5%+14.4pp | 75.3%+9.5pp | 69.3%+15.5pp |
| Annual return | 6.65% | 9.24%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,940 | $1,874+3.5% | $2,683-27.7% | $2,281-15.0% |
| Participant deferral / active EE | $7,273 | $2,374+206.3% | $3,096+134.9% | $3,203+127.1% |
| Admin fee / account holder | $4,193 | $2,594+61.6% | $3,141+33.5% | $4,296-2.4% |