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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 | $57,326 | $81,276-29.5% | $155,574-63.2% | $80,925-29.2% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 13.40% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,766 | $3,103-43.1% | $4,676-62.2% | $2,756-35.9% |
| Participant deferral / active EE | $4,984 | $3,453+44.3% | $5,629-11.5% | $4,299+15.9% |
| Admin fee / account holder | $2,352 | $7,993-70.6% | $15,914-85.2% | $6,940-66.1% |