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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 | $76,701 | $56,894+34.8% | $84,753-9.5% | $62,881+22.0% |
| Participation rate | 89.7% | 68.5%+21.2pp | 76.6%+13.2pp | 69.3%+20.4pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,789 | $2,400+182.9% | $3,574+89.9% | $2,281+197.6% |
| Participant deferral / active EE | $1,908 | $2,709-29.6% | $3,712-48.6% | $3,203-40.4% |
| Admin fee / account holder | $4,212 | $3,581+17.6% | $5,333-21.0% | $4,296-1.9% |