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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 | $57,811 | $61,390-5.8% | $112,228-48.5% | $75,177-23.1% |
| Participation rate | 96.2% | 61.6%+34.5pp | 72.4%+23.7pp | 67.2%+28.9pp |
| Annual return | 15.35% | 28.47%-13.1pp | 30.23%-14.9pp | 160.75%-145.4pp |
| Employer contribution / active EE | $3,050 | $2,015+51.4% | $3,432-11.1% | $2,671+14.2% |
| Participant deferral / active EE | $8,443 | $3,108+171.7% | $4,800+75.9% | $4,126+104.6% |
| Admin fee / account holder | $5,685 | $4,862+16.9% | $7,752-26.7% | $5,651+0.6% |