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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 | $61,123 | $60,349+1.3% | $74,184-17.6% | $62,881-2.8% |
| Participation rate | 93.6% | 72.7%+20.9pp | 76.6%+17.0pp | 69.3%+24.3pp |
| Annual return | 5.30% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,396 | $1,680+340.2% | $2,370+212.1% | $2,281+224.3% |
| Participant deferral / active EE | $4,343 | $2,856+52.1% | $3,550+22.4% | $3,203+35.6% |
| Admin fee / account holder | $10,952 | $4,261+157.0% | $5,586+96.1% | $4,296+154.9% |