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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 | $87,592 | $56,894+54.0% | $84,753+3.4% | $62,881+39.3% |
| Participation rate | 89.7% | 68.5%+21.1pp | 76.6%+13.1pp | 69.3%+20.4pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,538 | $2,400+5.7% | $3,574-29.0% | $2,281+11.3% |
| Participant deferral / active EE | $4,117 | $2,709+52.0% | $3,712+10.9% | $3,203+28.5% |
| Admin fee / account holder | $2,032 | $3,581-43.2% | $5,333-61.9% | $4,296-52.7% |