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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 | $61,845 | $64,359-3.9% | $90,161-31.4% | $70,126-11.8% |
| Participation rate | 77.4% | 70.4%+7.0pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 24.22% | 28.13%-3.9pp | 34.89%-10.7pp | 73.15%-48.9pp |
| Employer contribution / active EE | $2,431 | $2,046+18.8% | $3,318-26.7% | $2,343+3.8% |
| Participant deferral / active EE | $4,494 | $4,389+2.4% | $5,287-15.0% | $3,332+34.9% |
| Admin fee / account holder | $2,805 | $3,945-28.9% | $5,943-52.8% | $4,645-39.6% |