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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 | $69,734 | $39,132+78.2% | $57,196+21.9% | $62,881+10.9% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 8.44% | 9.24%-0.8pp | 14.59%-6.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,690 | $1,874-9.8% | $2,683-37.0% | $2,281-25.9% |
| Participant deferral / active EE | $2,360 | $2,374-0.6% | $3,096-23.8% | $3,203-26.3% |
| Admin fee / account holder | $17,854 | $2,594+588.3% | $3,141+468.5% | $4,296+315.6% |