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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 | $73,491 | $56,894+29.2% | $84,753-13.3% | $62,881+16.9% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 7.34% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,646 | $2,400-31.4% | $3,574-53.9% | $2,281-27.8% |
| Participant deferral / active EE | $5,167 | $2,709+90.7% | $3,712+39.2% | $3,203+61.3% |
| Admin fee / account holder | $4,188 | $3,581+16.9% | $5,333-21.5% | $4,296-2.5% |