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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 | $58,147 | $39,132+48.6% | $57,196+1.7% | $62,881-7.5% |
| Participation rate | 92.0% | 70.5%+21.5pp | 75.3%+16.7pp | 69.3%+22.7pp |
| Annual return | 5.80% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,773 | $1,874+48.0% | $2,683+3.3% | $2,281+21.6% |
| Participant deferral / active EE | $2,773 | $2,374+16.8% | $3,096-10.4% | $3,203-13.4% |
| Admin fee / account holder | $851 | $2,594-67.2% | $3,141-72.9% | $4,296-80.2% |