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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 | $124,219 | $52,836+135.1% | $105,736+17.5% | $64,173+93.6% |
| Participation rate | 95.6% | 66.5%+29.0pp | 76.3%+19.2pp | 69.6%+26.0pp |
| Annual return | 8.49% | 14.30%-5.8pp | 6.27%+2.2pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,222 | $1,827+21.6% | $3,268-32.0% | $2,381-6.7% |
| Participant deferral / active EE | $3,530 | $2,545+38.7% | $4,080-13.5% | $3,470+1.7% |
| Admin fee / account holder | $5,044 | $3,959+27.4% | $6,913-27.0% | $4,887+3.2% |