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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 | $69,670 | $99,345-29.9% | $84,753-17.8% | $273,972-74.6% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 2.76% | 22.93%-20.2pp | 22.78%-20.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $4,370 | $4,214+3.7% | $3,574+22.3% | $4,869-10.2% |
| Participant deferral / active EE | $2,312 | $4,270-45.8% | $3,712-37.7% | $5,287-56.3% |
| Admin fee / account holder | $922 | $6,645-86.1% | $5,333-82.7% | $10,133-90.9% |