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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 | $54,240 | $61,660-12.0% | $80,022-32.2% | $64,173-15.5% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.8%+17.6pp | 69.6%+23.9pp |
| Annual return | 4.78% | -0.33%+5.1pp | 11.22%-6.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $4,750 | $1,810+162.4% | $2,468+92.5% | $2,381+99.5% |
| Participant deferral / active EE | $4,777 | $2,968+61.0% | $3,686+29.6% | $3,470+37.7% |
| Admin fee / account holder | $1,123 | $5,417-79.3% | $6,521-82.8% | $4,887-77.0% |