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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 | $59,362 | $56,894+4.3% | $84,753-30.0% | $62,881-5.6% |
| Participation rate | 74.1% | 68.5%+5.6pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 6.42% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,169 | $2,400-51.3% | $3,574-67.3% | $2,281-48.8% |
| Participant deferral / active EE | $2,535 | $2,709-6.4% | $3,712-31.7% | $3,203-20.8% |
| Admin fee / account holder | $7,042 | $3,581+96.7% | $5,333+32.0% | $4,296+63.9% |