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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 | $60,982 | $39,132+55.8% | $57,196+6.6% | $62,881-3.0% |
| Participation rate | 83.3% | 70.5%+12.9pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | 5.53% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,411 | $1,874-24.7% | $2,683-47.4% | $2,281-38.1% |
| Participant deferral / active EE | $3,027 | $2,374+27.5% | $3,096-2.2% | $3,203-5.5% |
| Admin fee / account holder | $2,223 | $2,594-14.3% | $3,141-29.2% | $4,296-48.3% |