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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 | $107,598 | $56,894+89.1% | $84,753+27.0% | $62,881+71.1% |
| Participation rate | 91.4% | 68.5%+22.9pp | 76.6%+14.8pp | 69.3%+22.1pp |
| Annual return | 8.21% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,286 | $2,400+78.6% | $3,574+19.9% | $2,281+87.9% |
| Participant deferral / active EE | $3,696 | $2,709+36.4% | $3,712-0.4% | $3,203+15.4% |
| Admin fee / account holder | $4,337 | $3,581+21.1% | $5,333-18.7% | $4,296+1.0% |