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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 | $53,523 | $60,349-11.3% | $74,184-27.9% | $62,881-14.9% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 6.12% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,217 | $1,680+31.9% | $2,370-6.5% | $2,281-2.8% |
| Participant deferral / active EE | $5,191 | $2,856+81.7% | $3,550+46.2% | $3,203+62.1% |
| Admin fee / account holder | $6,513 | $4,261+52.9% | $5,586+16.6% | $4,296+51.6% |