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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 | $62,793 | $60,349+4.1% | $74,184-15.4% | $62,881-0.1% |
| Participation rate | 92.6% | 72.7%+19.9pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 7.22% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,009 | $1,680+19.6% | $2,370-15.2% | $2,281-11.9% |
| Participant deferral / active EE | $4,188 | $2,856+46.6% | $3,550+18.0% | $3,203+30.7% |
| Admin fee / account holder | $1,308 | $4,261-69.3% | $5,586-76.6% | $4,296-69.6% |