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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 | $59,505 | $58,600+1.5% | $83,327-28.6% | $64,173-7.3% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | 11.67% | 9.66%+2.0pp | 10.64%+1.0pp | 7.63%+4.0pp |
| Employer contribution / active EE | $2,514 | $2,098+19.8% | $3,379-25.6% | $2,381+5.6% |
| Participant deferral / active EE | $3,016 | $4,656-35.2% | $5,565-45.8% | $3,470-13.1% |
| Admin fee / account holder | $4,306 | $9,282-53.6% | $7,540-42.9% | $4,887-11.9% |