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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 | $60,161 | $60,349-0.3% | $74,184-18.9% | $62,881-4.3% |
| Participation rate | 79.8% | 72.7%+7.1pp | 76.6%+3.2pp | 69.3%+10.5pp |
| Annual return | 7.72% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,302 | $1,680-22.5% | $2,370-45.1% | $2,281-42.9% |
| Participant deferral / active EE | $4,352 | $2,856+52.4% | $3,550+22.6% | $3,203+35.9% |
| Admin fee / account holder | $9,849 | $4,261+131.2% | $5,586+76.3% | $4,296+129.3% |