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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 | $95,293 | $39,132+143.5% | $57,196+66.6% | $62,881+51.5% |
| Participation rate | 89.4% | 70.5%+18.9pp | 75.3%+14.0pp | 69.3%+20.1pp |
| Annual return | 5.17% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,865 | $1,874-0.5% | $2,683-30.5% | $2,281-18.2% |
| Participant deferral / active EE | $4,452 | $2,374+87.5% | $3,096+43.8% | $3,203+39.0% |
| Admin fee / account holder | $11,823 | $2,594+355.8% | $3,141+276.5% | $4,296+175.2% |