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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 | $62,353 | $60,349+3.3% | $74,184-15.9% | $62,881-0.8% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 8.07% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,933 | $1,680+15.1% | $2,370-18.4% | $2,281-15.2% |
| Participant deferral / active EE | $3,639 | $2,856+27.4% | $3,550+2.5% | $3,203+13.6% |
| Admin fee / account holder | $6,627 | $4,261+55.5% | $5,586+18.6% | $4,296+54.3% |