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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 | $69,504 | $39,132+77.6% | $57,196+21.5% | $62,881+10.5% |
| Participation rate | 71.1% | 70.5%+0.6pp | 75.3%-4.2pp | 69.3%+1.8pp |
| Annual return | 7.01% | 9.24%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,961 | $1,874+4.6% | $2,683-26.9% | $2,281-14.0% |
| Participant deferral / active EE | $5,569 | $2,374+134.5% | $3,096+79.9% | $3,203+73.9% |
| Admin fee / account holder | $5,559 | $2,594+114.3% | $3,141+77.0% | $4,296+29.4% |