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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 | $80,294 | $60,349+33.1% | $74,184+8.2% | $62,881+27.7% |
| Participation rate | 81.5% | 72.7%+8.8pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 6.48% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,249 | $1,680-25.6% | $2,370-47.3% | $2,281-45.2% |
| Participant deferral / active EE | $4,897 | $2,856+71.5% | $3,550+38.0% | $3,203+52.9% |
| Admin fee / account holder | $849 | $4,261-80.1% | $5,586-84.8% | $4,296-80.2% |