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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 | $53,277 | $81,358-34.5% | $155,556-65.8% | $80,959-34.2% |
| Participation rate | 98.6% | 66.3%+32.3pp | 78.2%+20.4pp | 67.7%+30.9pp |
| Annual return | 10.95% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,087 | $3,106-32.8% | $4,675-55.4% | $2,757-24.3% |
| Participant deferral / active EE | $2,094 | $3,455-39.4% | $5,631-62.8% | $4,300-51.3% |
| Admin fee / account holder | $2,877 | $7,994-64.0% | $15,885-81.9% | $6,925-58.5% |