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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 | $50,779 | $138,393-63.3% | $184,256-72.4% | $80,959-37.3% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.7%+29.6pp |
| Annual return | 13.11% | 20.01%-6.9pp | 28.85%-15.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,283 | $4,847-52.9% | $6,427-64.5% | $2,757-17.2% |
| Participant deferral / active EE | $3,523 | $7,076-50.2% | $9,133-61.4% | $4,300-18.1% |
| Admin fee / account holder | $3,353 | $10,489-68.0% | $13,899-75.9% | $6,925-51.6% |