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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 | $53,746 | $56,054-4.1% | $171,082-68.6% | $62,881-14.5% |
| Participation rate | 98.9% | 62.9%+36.0pp | 76.7%+22.2pp | 69.3%+29.5pp |
| Annual return | 6.83% | 22.52%-15.7pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,822 | $1,731+63.0% | $4,002-29.5% | $2,281+23.7% |
| Participant deferral / active EE | $4,878 | $3,158+54.5% | $4,797+1.7% | $3,203+52.3% |
| Admin fee / account holder | $2,981 | $3,647-18.3% | $8,520-65.0% | $4,296-30.6% |