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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 | $31,547 | $60,349-47.7% | $74,184-57.5% | $62,881-49.8% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 5.78% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,858 | $1,680+10.6% | $2,370-21.6% | $2,281-18.5% |
| Participant deferral / active EE | $3,096 | $2,856+8.4% | $3,550-12.8% | $3,203-3.3% |
| Admin fee / account holder | $16,731 | $4,261+292.7% | $5,586+199.5% | $4,296+289.5% |