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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 | $65,499 | $60,349+8.5% | $74,184-11.7% | $62,881+4.2% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 5.98% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,413 | $1,680+43.6% | $2,370+1.8% | $2,281+5.8% |
| Participant deferral / active EE | $3,688 | $2,856+29.1% | $3,550+3.9% | $3,203+15.1% |
| Admin fee / account holder | $4,489 | $4,261+5.3% | $5,586-19.6% | $4,296+4.5% |