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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 | $92,162 | $56,894+62.0% | $84,753+8.7% | $62,881+46.6% |
| Participation rate | 84.0% | 68.5%+15.5pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $7,540 | $2,400+214.2% | $3,574+110.9% | $2,281+230.6% |
| Participant deferral / active EE | $3,750 | $2,709+38.4% | $3,712+1.0% | $3,203+17.1% |
| Admin fee / account holder | $2,472 | $3,581-31.0% | $5,333-53.7% | $4,296-42.5% |