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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 | $87,201 | $72,607+20.1% | $90,259-3.4% | $87,485-0.3% |
| Participation rate | 71.2% | 64.8%+6.4pp | 70.7%+0.4pp | 68.9%+2.3pp |
| Annual return | 18.19% | 18.59%-0.4pp | 18.88%-0.7pp | 26.06%-7.9pp |
| Employer contribution / active EE | $967 | $1,919-49.6% | $2,291-57.8% | $2,596-62.8% |
| Participant deferral / active EE | $6,037 | $3,055+97.6% | $3,827+57.8% | $4,274+41.3% |
| Admin fee / account holder | $4,206 | $5,947-29.3% | $7,267-42.1% | $7,775-45.9% |