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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 | $62,336 | $96,956-35.7% | $69,779-10.7% | $273,972-77.2% |
| Participation rate | 95.0% | 77.1%+17.9pp | 71.8%+23.2pp | 83.0%+12.0pp |
| Annual return | 5.69% | 12.93%-7.2pp | 12.99%-7.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,491 | $3,316+5.3% | $2,338+49.3% | $4,869-28.3% |
| Participant deferral / active EE | $4,069 | $3,744+8.7% | $2,931+38.8% | $5,287-23.0% |
| Admin fee / account holder | $1,216 | $7,934-84.7% | $4,381-72.2% | $10,133-88.0% |