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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 | $63,541 | $43,075+47.5% | $74,577-14.8% | $62,881+1.0% |
| Participation rate | 93.3% | 58.1%+35.3pp | 68.1%+25.2pp | 69.3%+24.0pp |
| Annual return | 6.07% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,240 | $1,498+49.6% | $2,525-11.3% | $2,281-1.8% |
| Participant deferral / active EE | $3,583 | $2,389+50.0% | $3,458+3.6% | $3,203+11.9% |
| Admin fee / account holder | $2,956 | $2,840+4.1% | $4,138-28.6% | $4,296-31.2% |