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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 | $87,967 | $56,894+54.6% | $84,753+3.8% | $62,881+39.9% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 5.63% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,500 | $2,400+4.2% | $3,574-30.1% | $2,281+9.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,092 | $3,581+14.3% | $5,333-23.3% | $4,296-4.8% |