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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 | $88,367 | $56,894+55.3% | $84,753+4.3% | $62,881+40.5% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 6.54% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,347 | $2,400-43.9% | $3,574-62.3% | $2,281-40.9% |
| Participant deferral / active EE | $2,764 | $2,709+2.0% | $3,712-25.5% | $3,203-13.7% |
| Admin fee / account holder | $3,967 | $3,581+10.8% | $5,333-25.6% | $4,296-7.7% |