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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 | $53,106 | $39,132+35.7% | $57,196-7.2% | $62,881-15.5% |
| Participation rate | 90.3% | 70.5%+19.8pp | 75.3%+15.0pp | 69.3%+21.0pp |
| Annual return | 7.67% | 9.24%-1.6pp | 14.59%-6.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,447 | $1,874-22.8% | $2,683-46.0% | $2,281-36.5% |
| Participant deferral / active EE | $4,591 | $2,374+93.3% | $3,096+48.3% | $3,203+43.3% |
| Admin fee / account holder | $3,369 | $2,594+29.9% | $3,141+7.3% | $4,296-21.6% |