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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 | $50,319 | $60,349-16.6% | $74,184-32.2% | $62,881-20.0% |
| Participation rate | 95.7% | 72.7%+22.9pp | 76.6%+19.0pp | 69.3%+26.3pp |
| Annual return | 10.43% | 21.38%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,651 | $1,680+57.8% | $2,370+11.9% | $2,281+16.2% |
| Participant deferral / active EE | $2,720 | $2,856-4.8% | $3,550-23.4% | $3,203-15.1% |
| Admin fee / account holder | $624 | $4,261-85.4% | $5,586-88.8% | $4,296-85.5% |