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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 | $72,391 | $39,132+85.0% | $57,196+26.6% | $62,881+15.1% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 6.21% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,938 | $1,874+3.4% | $2,683-27.8% | $2,281-15.0% |
| Participant deferral / active EE | $2,852 | $2,374+20.1% | $3,096-7.9% | $3,203-11.0% |
| Admin fee / account holder | $8,721 | $2,594+236.2% | $3,141+177.7% | $4,296+103.0% |