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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 | $57,044 | $56,894+0.3% | $84,753-32.7% | $62,881-9.3% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 8.47% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,691 | $2,400-29.5% | $3,574-52.7% | $2,281-25.8% |
| Participant deferral / active EE | $2,699 | $2,709-0.4% | $3,712-27.3% | $3,203-15.7% |
| Admin fee / account holder | $3,129 | $3,581-12.6% | $5,333-41.3% | $4,296-27.2% |