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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 | $53,005 | $52,306+1.3% | $69,779-24.0% | $62,881-15.7% |
| Participation rate | 93.9% | 67.2%+26.7pp | 71.8%+22.1pp | 69.3%+24.6pp |
| Annual return | 5.98% | 13.35%-7.4pp | 12.99%-7.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,230 | $1,799+135.1% | $2,338+80.9% | $2,281+85.4% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $900 | $3,691-75.6% | $4,381-79.5% | $4,296-79.1% |