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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 | $55,435 | $60,349-8.1% | $74,184-25.3% | $62,881-11.8% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 5.80% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,657 | $1,680+58.1% | $2,370+12.1% | $2,281+16.5% |
| Participant deferral / active EE | $4,802 | $2,856+68.1% | $3,550+35.3% | $3,203+49.9% |
| Admin fee / account holder | $12,797 | $4,261+200.3% | $5,586+129.1% | $4,296+197.9% |