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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 | $60,817 | $39,132+55.4% | $57,196+6.3% | $62,881-3.3% |
| Participation rate | 98.3% | 70.5%+27.9pp | 75.3%+23.0pp | 69.3%+29.0pp |
| Annual return | 6.21% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,273 | $1,874+21.3% | $2,683-15.3% | $2,281-0.4% |
| Participant deferral / active EE | $3,428 | $2,374+44.4% | $3,096+10.7% | $3,203+7.0% |
| Admin fee / account holder | $3,596 | $2,594+38.6% | $3,141+14.5% | $4,296-16.3% |