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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 | $60,699 | $60,349+0.6% | $74,184-18.2% | $62,881-3.5% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 9.85% | 21.38%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,387 | $1,680+101.6% | $2,370+42.9% | $2,281+48.5% |
| Participant deferral / active EE | $5,104 | $2,856+78.7% | $3,550+43.8% | $3,203+59.4% |
| Admin fee / account holder | $364 | $4,261-91.5% | $5,586-93.5% | $4,296-91.5% |