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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 | $47,497 | $60,349-21.3% | $74,184-36.0% | $62,881-24.5% |
| Participation rate | 98.9% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 9.36% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,026 | $1,680+80.1% | $2,370+27.7% | $2,281+32.7% |
| Participant deferral / active EE | $2,326 | $2,856-18.5% | $3,550-34.5% | $3,203-27.4% |
| Admin fee / account holder | $6,122 | $4,261+43.7% | $5,586+9.6% | $4,296+42.5% |