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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 | $86,251 | $56,277+53.3% | $80,976+6.5% | $62,891+37.1% |
| Participation rate | 97.7% | 69.0%+28.8pp | 75.8%+21.9pp | 69.3%+28.4pp |
| Annual return | 6.54% | 22.12%-15.6pp | 17.10%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,386 | $1,943-28.7% | $3,714-62.7% | $2,281-39.3% |
| Participant deferral / active EE | $3,478 | $4,195-17.1% | $5,696-38.9% | $3,203+8.6% |
| Admin fee / account holder | $2,074 | $3,741-44.5% | $5,516-62.4% | $4,296-51.7% |