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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 | $57,796 | $56,894+1.6% | $84,753-31.8% | $62,881-8.1% |
| Participation rate | 94.3% | 68.5%+25.7pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 6.41% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,209 | $2,400+33.7% | $3,574-10.2% | $2,281+40.7% |
| Participant deferral / active EE | $2,199 | $2,709-18.8% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $3,140 | $3,581-12.3% | $5,333-41.1% | $4,296-26.9% |