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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 | $62,083 | $60,349+2.9% | $74,184-16.3% | $62,881-1.3% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,144 | $1,680-31.9% | $2,370-51.7% | $2,281-49.9% |
| Participant deferral / active EE | $4,331 | $2,856+51.6% | $3,550+22.0% | $3,203+35.2% |
| Admin fee / account holder | $1,859 | $4,261-56.4% | $5,586-66.7% | $4,296-56.7% |