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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 | $60,145 | $60,349-0.3% | $74,184-18.9% | $62,881-4.4% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 6.78% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,828 | $1,680+8.8% | $2,370-22.9% | $2,281-19.9% |
| Participant deferral / active EE | $3,481 | $2,856+21.9% | $3,550-1.9% | $3,203+8.7% |
| Admin fee / account holder | $2,117 | $4,261-50.3% | $5,586-62.1% | $4,296-50.7% |