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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 | $83,580 | $60,349+38.5% | $74,184+12.7% | $62,881+32.9% |
| Participation rate | 95.5% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 8.52% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,739 | $1,680+63.0% | $2,370+15.6% | $2,281+20.1% |
| Participant deferral / active EE | $5,097 | $2,856+78.4% | $3,550+43.6% | $3,203+59.1% |
| Admin fee / account holder | $7,798 | $4,261+83.0% | $5,586+39.6% | $4,296+81.5% |