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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 | $63,479 | $56,287+12.8% | $80,977-21.6% | $62,881+1.0% |
| Participation rate | 78.6% | 68.9%+9.6pp | 75.8%+2.8pp | 69.3%+9.3pp |
| Annual return | 6.41% | 22.13%-15.7pp | 17.11%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $876 | $1,943-54.9% | $3,715-76.4% | $2,281-61.6% |
| Participant deferral / active EE | $6,079 | $4,196+44.9% | $5,696+6.7% | $3,203+89.8% |
| Admin fee / account holder | $3,591 | $3,742-4.0% | $5,517-34.9% | $4,296-16.4% |