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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 | $53,364 | $60,349-11.6% | $74,184-28.1% | $62,881-15.1% |
| Participation rate | 90.6% | 72.7%+17.9pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 4.93% | 21.38%-16.4pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,708 | $1,680+1.7% | $2,370-27.9% | $2,281-25.1% |
| Participant deferral / active EE | $3,309 | $2,856+15.8% | $3,550-6.8% | $3,203+3.3% |
| Admin fee / account holder | $9,258 | $4,261+117.3% | $5,586+65.7% | $4,296+115.5% |