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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 | $52,082 | $56,894-8.5% | $84,753-38.5% | $62,881-17.2% |
| Participation rate | 84.4% | 68.5%+15.9pp | 76.6%+7.9pp | 69.3%+15.1pp |
| Annual return | 7.15% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,265 | $2,400+77.7% | $3,574+19.3% | $2,281+87.0% |
| Participant deferral / active EE | $4,141 | $2,709+52.8% | $3,712+11.5% | $3,203+29.3% |
| Admin fee / account holder | $741 | $3,581-79.3% | $5,333-86.1% | $4,296-82.7% |