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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 | $51,872 | $56,894-8.8% | $84,753-38.8% | $62,881-17.5% |
| Participation rate | 94.9% | 68.5%+26.3pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | 6.96% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,381 | $2,400+82.6% | $3,574+22.6% | $2,281+92.1% |
| Participant deferral / active EE | $5,458 | $2,709+101.4% | $3,712+47.0% | $3,203+70.4% |
| Admin fee / account holder | $28,090 | $3,581+684.4% | $5,333+426.7% | $4,296+553.9% |