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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 | $63,884 | $60,349+5.9% | $74,184-13.9% | $62,881+1.6% |
| Participation rate | 83.2% | 72.7%+10.4pp | 76.6%+6.5pp | 69.3%+13.9pp |
| Annual return | 7.13% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,645 | $1,680-2.1% | $2,370-30.6% | $2,281-27.9% |
| Participant deferral / active EE | $4,145 | $2,856+45.1% | $3,550+16.8% | $3,203+29.4% |
| Admin fee / account holder | $4,865 | $4,261+14.2% | $5,586-12.9% | $4,296+13.2% |