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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 | $58,975 | $39,132+50.7% | $57,196+3.1% | $62,881-6.2% |
| Participation rate | 93.3% | 70.5%+22.9pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 7.47% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,638 | $1,874-12.6% | $2,683-38.9% | $2,281-28.2% |
| Participant deferral / active EE | $2,474 | $2,374+4.2% | $3,096-20.1% | $3,203-22.8% |
| Admin fee / account holder | $9,706 | $2,594+274.2% | $3,141+209.0% | $4,296+125.9% |