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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 | $56,026 | $81,262-31.1% | $155,602-64.0% | $80,911-30.8% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.2pp | 67.6%+29.8pp |
| Annual return | 12.67% | 33.34%-20.7pp | 64.81%-52.1pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,109 | $3,102-64.2% | $4,675-76.3% | $2,756-59.8% |
| Participant deferral / active EE | $4,958 | $3,451+43.7% | $5,629-11.9% | $4,297+15.4% |
| Admin fee / account holder | $8,561 | $7,992+7.1% | $15,923-46.2% | $6,935+23.4% |