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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 | $59,179 | $52,306+13.1% | $69,779-15.2% | $62,881-5.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.77% | 13.35%-6.6pp | 12.99%-6.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,737 | $1,799+107.7% | $2,338+59.8% | $2,281+63.9% |
| Participant deferral / active EE | $3,337 | $2,395+39.3% | $2,931+13.9% | $3,203+4.2% |
| Admin fee / account holder | $5,593 | $3,691+51.5% | $4,381+27.7% | $4,296+30.2% |