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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 | $53,279 | $39,132+36.2% | $57,196-6.8% | $62,881-15.3% |
| Participation rate | 95.2% | 70.5%+24.8pp | 75.3%+19.9pp | 69.3%+25.9pp |
| Annual return | 5.60% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,271 | $1,874-32.2% | $2,683-52.6% | $2,281-44.3% |
| Participant deferral / active EE | $1,078 | $2,374-54.6% | $3,096-65.2% | $3,203-66.4% |
| Admin fee / account holder | $1,330 | $2,594-48.7% | $3,141-57.7% | $4,296-69.0% |