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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 | $53,452 | $43,075+24.1% | $74,577-28.3% | $62,881-15.0% |
| Participation rate | 96.0% | 58.1%+37.9pp | 68.1%+27.9pp | 69.3%+26.7pp |
| Annual return | 9.29% | 17.50%-8.2pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,428 | $1,498+128.9% | $2,525+35.8% | $2,281+50.3% |
| Participant deferral / active EE | $2,016 | $2,389-15.6% | $3,458-41.7% | $3,203-37.1% |
| Admin fee / account holder | $4,269 | $2,840+50.3% | $4,138+3.2% | $4,296-0.6% |