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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 | $92,960 | $59,839+55.4% | $81,988+13.4% | $79,858+16.4% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.3%+12.3pp | 69.6%+11.9pp |
| Annual return | 22.56% | 17.56%+5.0pp | 41.31%-18.8pp | 31.72%-9.2pp |
| Employer contribution / active EE | $411 | $1,713-76.0% | $2,498-83.6% | $2,471-83.4% |
| Participant deferral / active EE | $3,955 | $2,695+46.8% | $3,722+6.3% | $3,740+5.8% |
| Admin fee / account holder | $5,725 | $4,287+33.5% | $5,665+1.1% | $5,306+7.9% |