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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 | $59,686 | $43,075+38.6% | $74,577-20.0% | $62,881-5.1% |
| Participation rate | 94.9% | 58.1%+36.8pp | 68.1%+26.8pp | 69.3%+25.6pp |
| Annual return | 8.49% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,051 | $1,498+36.9% | $2,525-18.8% | $2,281-10.1% |
| Participant deferral / active EE | $3,503 | $2,389+46.6% | $3,458+1.3% | $3,203+9.4% |
| Admin fee / account holder | $2,283 | $2,840-19.6% | $4,138-44.8% | $4,296-46.8% |