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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 | $53,102 | $60,349-12.0% | $74,184-28.4% | $62,881-15.6% |
| Participation rate | 92.5% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 5.20% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,497 | $1,680-10.9% | $2,370-36.8% | $2,281-34.4% |
| Participant deferral / active EE | $5,092 | $2,856+78.3% | $3,550+43.5% | $3,203+59.0% |
| Admin fee / account holder | $9,234 | $4,261+116.7% | $5,586+65.3% | $4,296+114.9% |