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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 | $65,872 | $41,377+59.2% | $109,313-39.7% | $62,881+4.8% |
| Participation rate | 90.4% | 57.5%+32.8pp | 71.3%+19.1pp | 69.3%+21.1pp |
| Annual return | 5.60% | 11.05%-5.4pp | 22.07%-16.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,561 | $1,276+257.5% | $3,892+17.2% | $2,281+100.0% |
| Participant deferral / active EE | $3,941 | $2,045+92.7% | $3,166+24.5% | $3,203+23.0% |
| Admin fee / account holder | $14,298 | $2,884+395.8% | $5,666+152.3% | $4,296+232.8% |