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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 | $59,452 | $60,349-1.5% | $74,184-19.9% | $62,881-5.5% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 7.94% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,360 | $1,680-19.1% | $2,370-42.6% | $2,281-40.4% |
| Participant deferral / active EE | $3,059 | $2,856+7.1% | $3,550-13.8% | $3,203-4.5% |
| Admin fee / account holder | $4,933 | $4,261+15.8% | $5,586-11.7% | $4,296+14.8% |