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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 | $55,837 | $56,894-1.9% | $84,753-34.1% | $62,881-11.2% |
| Participation rate | 72.2% | 68.5%+3.7pp | 76.6%-4.4pp | 69.3%+2.9pp |
| Annual return | 7.11% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,235 | $2,400-48.5% | $3,574-65.4% | $2,281-45.8% |
| Participant deferral / active EE | $2,278 | $2,709-15.9% | $3,712-38.6% | $3,203-28.9% |
| Admin fee / account holder | $5,012 | $3,581+40.0% | $5,333-6.0% | $4,296+16.7% |