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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 | $54,997 | $39,132+40.5% | $57,196-3.8% | $62,881-12.5% |
| Participation rate | 95.7% | 70.5%+25.3pp | 75.3%+20.4pp | 69.3%+26.4pp |
| Annual return | 6.13% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,806 | $1,874+209.8% | $2,683+116.4% | $2,281+154.5% |
| Participant deferral / active EE | $3,856 | $2,374+62.4% | $3,096+24.6% | $3,203+20.4% |
| Admin fee / account holder | $11,718 | $2,594+351.7% | $3,141+273.1% | $4,296+172.8% |