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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 | $64,512 | $60,349+6.9% | $74,184-13.0% | $62,881+2.6% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 5.04% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,181 | $1,680-29.7% | $2,370-50.2% | $2,281-48.2% |
| Participant deferral / active EE | $3,614 | $2,856+26.5% | $3,550+1.8% | $3,203+12.8% |
| Admin fee / account holder | $5,756 | $4,261+35.1% | $5,586+3.1% | $4,296+34.0% |