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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 | $63,790 | $56,894+12.1% | $84,753-24.7% | $62,881+1.4% |
| Participation rate | 89.3% | 68.5%+20.7pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 6.22% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,726 | $2,400+13.6% | $3,574-23.7% | $2,281+19.5% |
| Participant deferral / active EE | $4,209 | $2,709+55.3% | $3,712+13.4% | $3,203+31.4% |
| Admin fee / account holder | $2,228 | $3,581-37.8% | $5,333-58.2% | $4,296-48.1% |