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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 | $55,711 | $54,541+2.1% | $78,778-29.3% | $70,126-20.6% |
| Participation rate | 84.9% | 60.8%+24.1pp | 69.2%+15.7pp | 69.5%+15.4pp |
| Annual return | 16.04% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,594 | $1,089+138.3% | $1,986+30.6% | $2,343+10.7% |
| Participant deferral / active EE | $4,420 | $2,210+100.0% | $2,958+49.4% | $3,332+32.7% |
| Admin fee / account holder | $3,023 | $3,709-18.5% | $5,134-41.1% | $4,645-34.9% |