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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 | $52,834 | $60,349-12.5% | $74,184-28.8% | $62,881-16.0% |
| Participation rate | 98.4% | 72.7%+25.7pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | 6.04% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,504 | $1,680+49.0% | $2,370+5.6% | $2,281+9.8% |
| Participant deferral / active EE | $4,269 | $2,856+49.5% | $3,550+20.3% | $3,203+33.3% |
| Admin fee / account holder | $11,906 | $4,261+179.4% | $5,586+113.2% | $4,296+177.2% |