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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 | $57,413 | $56,544+1.5% | $75,501-24.0% | $70,126-18.1% |
| Participation rate | 94.1% | 68.1%+26.0pp | 72.4%+21.8pp | 69.5%+24.6pp |
| Annual return | 19.87% | 23.59%-3.7pp | 27.35%-7.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,394 | $1,817+31.8% | $2,352+1.8% | $2,343+2.2% |
| Participant deferral / active EE | $5,623 | $2,580+118.0% | $3,142+78.9% | $3,332+68.8% |
| Admin fee / account holder | $594 | $3,827-84.5% | $5,801-89.8% | $4,645-87.2% |