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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 | $62,553 | $60,349+3.7% | $74,184-15.7% | $62,881-0.5% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 8.96% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $7,095 | $1,680+322.2% | $2,370+199.3% | $2,281+211.0% |
| Participant deferral / active EE | $1,869 | $2,856-34.6% | $3,550-47.4% | $3,203-41.7% |
| Admin fee / account holder | $4,095 | $4,261-3.9% | $5,586-26.7% | $4,296-4.7% |