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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 | $61,485 | $51,708+18.9% | $106,619-42.3% | $62,881-2.2% |
| Participation rate | 97.8% | 66.9%+31.0pp | 78.0%+19.9pp | 69.3%+28.5pp |
| Annual return | 20.58% | 4.69%+15.9pp | 9.42%+11.2pp | 20.14%+0.4pp |
| Employer contribution / active EE | $2,131 | $1,764+20.9% | $3,947-46.0% | $2,281-6.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,963 | $3,349-41.4% | $6,418-69.4% | $4,296-54.3% |