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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 | $57,739 | $43,075+34.0% | $74,577-22.6% | $62,881-8.2% |
| Participation rate | 95.1% | 58.1%+37.0pp | 68.1%+27.0pp | 69.3%+25.8pp |
| Annual return | 7.61% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,662 | $1,498+11.0% | $2,525-34.2% | $2,281-27.1% |
| Participant deferral / active EE | $2,506 | $2,389+4.9% | $3,458-27.5% | $3,203-21.8% |
| Admin fee / account holder | $3,911 | $2,840+37.7% | $4,138-5.5% | $4,296-9.0% |