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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 | $67,506 | $62,586+7.9% | $76,766-12.1% | $64,181+5.2% |
| Participation rate | 87.3% | 72.8%+14.5pp | 77.0%+10.3pp | 69.6%+17.7pp |
| Annual return | 6.11% | -1.95%+8.1pp | 2.43%+3.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $4,189 | $1,832+128.7% | $2,485+68.6% | $2,381+75.9% |
| Participant deferral / active EE | $2,053 | $3,145-34.7% | $3,851-46.7% | $3,470-40.8% |
| Admin fee / account holder | $1,466 | $4,667-68.6% | $6,675-78.0% | $4,887-70.0% |