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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 | $83,571 | $56,894+46.9% | $84,753-1.4% | $62,881+32.9% |
| Participation rate | 89.7% | 68.5%+21.2pp | 76.6%+13.2pp | 69.3%+20.4pp |
| Annual return | 6.65% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,368 | $2,400+165.4% | $3,574+78.2% | $2,281+179.2% |
| Participant deferral / active EE | $1,182 | $2,709-56.4% | $3,712-68.1% | $3,203-63.1% |
| Admin fee / account holder | $5,511 | $3,581+53.9% | $5,333+3.3% | $4,296+28.3% |