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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 | $56,269 | $56,894-1.1% | $84,753-33.6% | $62,881-10.5% |
| Participation rate | 92.5% | 68.5%+23.9pp | 76.6%+15.9pp | 69.3%+23.1pp |
| Annual return | 9.03% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,017 | $2,400+25.7% | $3,574-15.6% | $2,281+32.3% |
| Participant deferral / active EE | $5,637 | $2,709+108.1% | $3,712+51.9% | $3,203+76.0% |
| Admin fee / account holder | $16,246 | $3,581+353.7% | $5,333+204.6% | $4,296+278.2% |