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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 | $63,001 | $39,132+61.0% | $57,196+10.1% | $62,881+0.2% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.6pp | 69.3%+28.6pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,895 | $1,874+214.6% | $2,683+119.7% | $2,281+158.4% |
| Participant deferral / active EE | $3,142 | $2,374+32.3% | $3,096+1.5% | $3,203-1.9% |
| Admin fee / account holder | $1,543 | $2,594-40.5% | $3,141-50.9% | $4,296-64.1% |