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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 | $57,886 | $138,393-58.2% | $184,256-68.6% | $80,959-28.5% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.7%+29.4pp |
| Annual return | 15.11% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,128 | $4,847-56.1% | $6,427-66.9% | $2,757-22.8% |
| Participant deferral / active EE | $4,579 | $7,076-35.3% | $9,133-49.9% | $4,300+6.5% |
| Admin fee / account holder | $5,875 | $10,489-44.0% | $13,899-57.7% | $6,925-15.2% |