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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 | $52,843 | $77,492-31.8% | $100,398-47.4% | $80,911-34.7% |
| Participation rate | 82.6% | 76.9%+5.7pp | 81.5%+1.1pp | 67.6%+15.0pp |
| Annual return | 19.50% | 37.23%-17.7pp | 49.32%-29.8pp | 35.63%-16.1pp |
| Employer contribution / active EE | $1,022 | $2,800-63.5% | $3,946-74.1% | $2,756-62.9% |
| Participant deferral / active EE | $9,048 | $6,817+32.7% | $8,084+11.9% | $4,297+110.6% |
| Admin fee / account holder | $11,172 | $5,892+89.6% | $7,893+41.5% | $6,935+61.1% |