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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 | $44,621 | $56,894-21.6% | $84,753-47.4% | $62,881-29.0% |
| Participation rate | 98.5% | 68.5%+29.9pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 5.82% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,803 | $2,400+16.8% | $3,574-21.6% | $2,281+22.9% |
| Participant deferral / active EE | $4,020 | $2,709+48.4% | $3,712+8.3% | $3,203+25.5% |
| Admin fee / account holder | $14,448 | $3,581+303.5% | $5,333+170.9% | $4,296+236.3% |