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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 | $58,445 | $39,132+49.4% | $57,196+2.2% | $62,881-7.1% |
| Participation rate | 85.5% | 70.5%+15.0pp | 75.3%+10.1pp | 69.3%+16.1pp |
| Annual return | 5.45% | 9.24%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,500 | $1,874+33.4% | $2,683-6.8% | $2,281+9.6% |
| Participant deferral / active EE | $2,498 | $2,374+5.2% | $3,096-19.3% | $3,203-22.0% |
| Admin fee / account holder | $1,938 | $2,594-25.3% | $3,141-38.3% | $4,296-54.9% |