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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 | $72,400 | $56,894+27.3% | $84,753-14.6% | $62,881+15.1% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,006 | $2,400-58.1% | $3,574-71.9% | $2,281-55.9% |
| Participant deferral / active EE | $5,366 | $2,709+98.1% | $3,712+44.6% | $3,203+67.5% |
| Admin fee / account holder | $2,002 | $3,581-44.1% | $5,333-62.5% | $4,296-53.4% |