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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 | $68,318 | $67,602+1.1% | $82,312-17.0% | $70,126-2.6% |
| Participation rate | 90.4% | 72.8%+17.7pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $637 | $1,755-63.7% | $2,428-73.8% | $2,343-72.8% |
| Participant deferral / active EE | $3,532 | $2,987+18.2% | $3,706-4.7% | $3,332+6.0% |
| Admin fee / account holder | $5,125 | $4,512+13.6% | $5,608-8.6% | $4,645+10.3% |