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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 | $61,205 | $56,894+7.6% | $84,753-27.8% | $62,881-2.7% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.26% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,340 | $2,400-44.1% | $3,574-62.5% | $2,281-41.2% |
| Participant deferral / active EE | $3,612 | $2,709+33.3% | $3,712-2.7% | $3,203+12.8% |
| Admin fee / account holder | $4,234 | $3,581+18.2% | $5,333-20.6% | $4,296-1.4% |