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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 | $51,806 | $56,894-8.9% | $84,753-38.9% | $62,881-17.6% |
| Participation rate | 92.2% | 68.5%+23.6pp | 76.6%+15.6pp | 69.3%+22.9pp |
| Annual return | 5.18% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $5,733 | $2,400+138.9% | $3,574+60.4% | $2,281+151.4% |
| Participant deferral / active EE | $6,098 | $2,709+125.1% | $3,712+64.3% | $3,203+90.4% |
| Admin fee / account holder | $1,259 | $3,581-64.8% | $5,333-76.4% | $4,296-70.7% |