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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 | $72,836 | $56,894+28.0% | $84,753-14.1% | $62,881+15.8% |
| Participation rate | 93.7% | 68.5%+25.1pp | 76.6%+17.1pp | 69.3%+24.3pp |
| Annual return | 9.08% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,603 | $2,400+8.5% | $3,574-27.2% | $2,281+14.1% |
| Participant deferral / active EE | $5,086 | $2,709+87.7% | $3,712+37.0% | $3,203+58.8% |
| Admin fee / account holder | $3,293 | $3,581-8.1% | $5,333-38.3% | $4,296-23.4% |