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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 | $138,366-63.3% | $184,185-72.4% | $80,911-37.2% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 13.11% | 20.02%-6.9pp | 28.81%-15.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,283 | $4,849-52.9% | $6,426-64.5% | $2,756-17.2% |
| Participant deferral / active EE | $3,523 | $7,074-50.2% | $9,132-61.4% | $4,297-18.0% |
| Admin fee / account holder | $3,353 | $10,484-68.0% | $13,909-75.9% | $6,935-51.6% |