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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 | $60,788 | $56,054+8.4% | $171,082-64.5% | $62,881-3.3% |
| Participation rate | 89.7% | 62.9%+26.8pp | 76.7%+13.0pp | 69.3%+20.4pp |
| Annual return | 5.97% | 22.52%-16.5pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,223 | $1,731+143.9% | $4,002+5.5% | $2,281+85.1% |
| Participant deferral / active EE | $1,941 | $3,158-38.5% | $4,797-59.5% | $3,203-39.4% |
| Admin fee / account holder | $5,152 | $3,647+41.3% | $8,520-39.5% | $4,296+19.9% |