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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 | $125,281 | $60,349+107.6% | $74,184+68.9% | $62,881+99.2% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 7.41% | 21.38%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,574 | $1,680-6.3% | $2,370-33.6% | $2,281-31.0% |
| Participant deferral / active EE | $3,343 | $2,856+17.1% | $3,550-5.8% | $3,203+4.4% |
| Admin fee / account holder | $2,981 | $4,261-30.0% | $5,586-46.6% | $4,296-30.6% |