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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 | $63,004 | $76,407-17.5% | $150,298-58.1% | $82,448-23.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 16.46% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,982 | $2,614-24.2% | $4,154-52.3% | $2,551-22.3% |
| Participant deferral / active EE | $4,460 | $3,214+38.8% | $5,453-18.2% | $4,139+7.7% |
| Admin fee / account holder | $1,122 | $6,352-82.3% | $14,116-92.0% | $7,234-84.5% |