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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 | $96,061 | $56,894+68.8% | $84,753+13.3% | $62,881+52.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 8.07% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $771 | $2,400-67.9% | $3,574-78.4% | $2,281-66.2% |
| Participant deferral / active EE | $5,822 | $2,709+114.9% | $3,712+56.8% | $3,203+81.8% |
| Admin fee / account holder | $832 | $3,581-76.8% | $5,333-84.4% | $4,296-80.6% |