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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 | $61,340 | $51,708+18.6% | $106,619-42.5% | $62,881-2.5% |
| Participation rate | 71.4% | 66.9%+4.6pp | 78.0%-6.6pp | 69.3%+2.1pp |
| Annual return | 7.51% | 4.69%+2.8pp | 9.42%-1.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,647 | $1,764-6.6% | $3,947-58.3% | $2,281-27.8% |
| Participant deferral / active EE | $2,920 | $2,315+26.1% | $3,930-25.7% | $3,203-8.8% |
| Admin fee / account holder | $1,112 | $3,349-66.8% | $6,418-82.7% | $4,296-74.1% |