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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 | $73,638 | $60,349+22.0% | $74,184-0.7% | $62,881+17.1% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 7.22% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,238 | $1,680-26.3% | $2,370-47.8% | $2,281-45.7% |
| Participant deferral / active EE | $2,505 | $2,856-12.3% | $3,550-29.4% | $3,203-21.8% |
| Admin fee / account holder | $2,038 | $4,261-52.2% | $5,586-63.5% | $4,296-52.6% |