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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 | $60,973 | $60,349+1.0% | $74,184-17.8% | $62,881-3.0% |
| Participation rate | 88.6% | 72.7%+15.8pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 5.92% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $829 | $1,680-50.7% | $2,370-65.0% | $2,281-63.6% |
| Participant deferral / active EE | $3,221 | $2,856+12.8% | $3,550-9.3% | $3,203+0.6% |
| Admin fee / account holder | $8,906 | $4,261+109.0% | $5,586+59.5% | $4,296+107.3% |