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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 | $43,772 | $58,627-25.3% | $76,735-43.0% | $82,448-46.9% |
| Participation rate | 95.7% | 63.2%+32.5pp | 69.5%+26.2pp | 68.1%+27.6pp |
| Annual return | 15.00% | 39.10%-24.1pp | 29.77%-14.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,143 | $1,729+23.9% | $2,454-12.7% | $2,551-16.0% |
| Participant deferral / active EE | $2,915 | $3,134-7.0% | $4,088-28.7% | $4,139-29.6% |
| Admin fee / account holder | $1,342 | $5,323-74.8% | $7,189-81.3% | $7,234-81.5% |