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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 | $63,490 | $60,349+5.2% | $74,184-14.4% | $62,881+1.0% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,129 | $1,680-32.8% | $2,370-52.4% | $2,281-50.5% |
| Participant deferral / active EE | $2,549 | $2,856-10.8% | $3,550-28.2% | $3,203-20.4% |
| Admin fee / account holder | $2,479 | $4,261-41.8% | $5,586-55.6% | $4,296-42.3% |