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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 | $64,465 | $43,338+48.8% | $59,887+7.6% | $64,173+0.5% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | 8.57% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,477 | $2,030+22.0% | $2,722-9.0% | $2,381+4.1% |
| Participant deferral / active EE | $5,716 | $2,547+124.4% | $3,402+68.0% | $3,470+64.7% |
| Admin fee / account holder | $701 | $3,007-76.7% | $3,591-80.5% | $4,887-85.7% |