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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 | $68,054 | $65,704+3.6% | $94,229-27.8% | $59,633+14.1% |
| Participation rate | 76.4% | 72.1%+4.3pp | 78.8%-2.4pp | 68.7%+7.7pp |
| Annual return | 5.37% | 5.22%+0.2pp | 10.68%-5.3pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $2,399 | $2,021+18.7% | $3,587-33.1% | $2,203+8.9% |
| Participant deferral / active EE | $5,785 | $3,143+84.1% | $4,320+33.9% | $3,192+81.3% |
| Admin fee / account holder | $2,370 | $4,265-44.4% | $6,269-62.2% | $4,297-44.8% |