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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 | $56,738 | $56,894-0.3% | $84,753-33.1% | $62,881-9.8% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 7.52% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,278 | $2,400-5.1% | $3,574-36.3% | $2,281-0.1% |
| Participant deferral / active EE | $2,949 | $2,709+8.9% | $3,712-20.5% | $3,203-7.9% |
| Admin fee / account holder | $1,067 | $3,581-70.2% | $5,333-80.0% | $4,296-75.2% |