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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 | $57,364 | $56,894+0.8% | $84,753-32.3% | $62,881-8.8% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 8.10% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,228 | $2,400+34.5% | $3,574-9.7% | $2,281+41.5% |
| Participant deferral / active EE | $4,904 | $2,709+81.0% | $3,712+32.1% | $3,203+53.1% |
| Admin fee / account holder | $6,804 | $3,581+90.0% | $5,333+27.6% | $4,296+58.4% |