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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 | $84,611 | $52,306+61.8% | $69,779+21.3% | $62,881+34.6% |
| Participation rate | 95.3% | 67.2%+28.1pp | 71.8%+23.5pp | 69.3%+26.0pp |
| Annual return | 5.59% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,244 | $1,799+135.9% | $2,338+81.5% | $2,281+86.1% |
| Participant deferral / active EE | $3,824 | $2,395+59.7% | $2,931+30.5% | $3,203+19.4% |
| Admin fee / account holder | $2,600 | $3,691-29.6% | $4,381-40.7% | $4,296-39.5% |