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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 | $55,769 | $60,349-7.6% | $74,184-24.8% | $62,881-11.3% |
| Participation rate | 74.4% | 72.7%+1.7pp | 76.6%-2.2pp | 69.3%+5.1pp |
| Annual return | 6.64% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,674 | $1,680-0.3% | $2,370-29.4% | $2,281-26.6% |
| Participant deferral / active EE | $3,707 | $2,856+29.8% | $3,550+4.4% | $3,203+15.7% |
| Admin fee / account holder | $1,802 | $4,261-57.7% | $5,586-67.7% | $4,296-58.0% |