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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 | $106,856 | $56,894+87.8% | $84,753+26.1% | $62,881+69.9% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 6.66% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,126 | $2,400-53.1% | $3,574-68.5% | $2,281-50.6% |
| Participant deferral / active EE | $5,115 | $2,709+88.8% | $3,712+37.8% | $3,203+59.7% |
| Admin fee / account holder | $5,467 | $3,581+52.7% | $5,333+2.5% | $4,296+27.3% |