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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 | $53,676 | $49,255+9.0% | $70,494-23.9% | $79,856-32.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 12.28% | 30.10%-17.8pp | 109.16%-96.9pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,008 | $2,100-4.4% | $2,738-26.7% | $2,471-18.8% |
| Participant deferral / active EE | $1,210 | $2,768-56.3% | $3,711-67.4% | $3,741-67.7% |
| Admin fee / account holder | $2,274 | $2,879-21.0% | $3,848-40.9% | $5,306-57.1% |