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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 | $58,958 | $57,119+3.2% | $85,187-30.8% | $80,935-27.2% |
| Participation rate | 94.4% | 56.4%+38.0pp | 67.5%+26.9pp | 67.7%+26.8pp |
| Annual return | 14.56% | 21.70%-7.1pp | 66.67%-52.1pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,991 | $1,802+121.5% | $2,732+46.1% | $2,757+44.8% |
| Participant deferral / active EE | $6,251 | $3,115+100.7% | $4,525+38.1% | $4,299+45.4% |
| Admin fee / account holder | $1,725 | $4,990-65.4% | $6,162-72.0% | $6,924-75.1% |