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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 | $52,994 | $57,073-7.1% | $85,126-37.7% | $80,925-34.5% |
| Participation rate | 90.3% | 56.4%+33.9pp | 67.5%+22.8pp | 67.7%+22.7pp |
| Annual return | 13.38% | 21.69%-8.3pp | 66.63%-53.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,680 | $1,801+48.8% | $2,731-1.9% | $2,756-2.8% |
| Participant deferral / active EE | $5,197 | $3,113+66.9% | $4,523+14.9% | $4,299+20.9% |
| Admin fee / account holder | $1,095 | $4,988-78.0% | $6,160-82.2% | $6,940-84.2% |