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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 | $60,563 | $56,894+6.4% | $84,753-28.5% | $62,881-3.7% |
| Participation rate | 81.2% | 68.5%+12.6pp | 76.6%+4.6pp | 69.3%+11.9pp |
| Annual return | 16.54% | 6.30%+10.2pp | 22.78%-6.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $3,204 | $2,400+33.5% | $3,574-10.4% | $2,281+40.5% |
| Participant deferral / active EE | $7,178 | $2,709+165.0% | $3,712+93.4% | $3,203+124.1% |
| Admin fee / account holder | $2,844 | $3,581-20.6% | $5,333-46.7% | $4,296-33.8% |