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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 | $100,457 | $56,894+76.6% | $84,753+18.5% | $62,881+59.8% |
| Participation rate | 72.9% | 68.5%+4.4pp | 76.6%-3.7pp | 69.3%+3.6pp |
| Annual return | 8.32% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,651 | $2,400+10.5% | $3,574-25.8% | $2,281+16.2% |
| Participant deferral / active EE | $8,558 | $2,709+215.9% | $3,712+130.5% | $3,203+167.2% |
| Admin fee / account holder | $1,067 | $3,581-70.2% | $5,333-80.0% | $4,296-75.2% |