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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 | $61,169 | $56,894+7.5% | $84,753-27.8% | $62,881-2.7% |
| Participation rate | 85.0% | 68.5%+16.5pp | 76.6%+8.4pp | 69.3%+15.7pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,675 | $2,400+53.1% | $3,574+2.8% | $2,281+61.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,141 | $3,581+15.7% | $5,333-22.3% | $4,296-3.6% |