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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 | $53,418 | $60,349-11.5% | $74,184-28.0% | $62,881-15.0% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 7.12% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,648 | $1,680-1.9% | $2,370-30.5% | $2,281-27.8% |
| Participant deferral / active EE | $3,579 | $2,856+25.3% | $3,550+0.8% | $3,203+11.7% |
| Admin fee / account holder | $8,627 | $4,261+102.5% | $5,586+54.4% | $4,296+100.8% |