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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 | $53,692 | $49,255+9.0% | $70,494-23.8% | $79,856-32.8% |
| Participation rate | 74.6% | 69.2%+5.5pp | 75.1%-0.4pp | 69.6%+5.0pp |
| Annual return | 6.35% | 30.10%-23.8pp | 109.16%-102.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $925 | $2,100-56.0% | $2,738-66.2% | $2,471-62.6% |
| Participant deferral / active EE | $2,991 | $2,768+8.0% | $3,711-19.4% | $3,741-20.0% |
| Admin fee / account holder | $818 | $2,879-71.6% | $3,848-78.7% | $5,306-84.6% |