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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 | $65,001 | $43,075+50.9% | $74,577-12.8% | $62,881+3.4% |
| Participation rate | 93.2% | 58.1%+35.1pp | 68.1%+25.1pp | 69.3%+23.9pp |
| Annual return | 7.17% | 17.50%-10.3pp | 20.47%-13.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,299 | $1,498+187.0% | $2,525+70.2% | $2,281+88.5% |
| Participant deferral / active EE | $2,226 | $2,389-6.9% | $3,458-35.6% | $3,203-30.5% |
| Admin fee / account holder | $4,738 | $2,840+66.9% | $4,138+14.5% | $4,296+10.3% |