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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 | $55,330 | $43,344+27.7% | $59,899-7.6% | $64,173-13.8% |
| Participation rate | 97.2% | 69.2%+28.1pp | 74.7%+22.5pp | 69.6%+27.7pp |
| Annual return | 9.17% | -1.55%+10.7pp | 3.46%+5.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,524 | $2,030-24.9% | $2,723-44.0% | $2,381-36.0% |
| Participant deferral / active EE | $2,265 | $2,547-11.1% | $3,402-33.4% | $3,470-34.7% |
| Admin fee / account holder | $4,301 | $3,008+43.0% | $3,592+19.7% | $4,887-12.0% |