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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 | $58,131 | $108,825-46.6% | $156,181-62.8% | $82,448-29.5% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.0pp | 68.1%+14.8pp |
| Annual return | 17.81% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,071 | $2,870-27.8% | $4,294-51.8% | $2,551-18.8% |
| Participant deferral / active EE | $3,600 | $4,577-21.4% | $6,132-41.3% | $4,139-13.0% |
| Admin fee / account holder | $2,632 | $9,341-71.8% | $14,586-82.0% | $7,234-63.6% |