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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 | $57,140-7.3% | $85,240-37.8% | $80,959-34.5% |
| Participation rate | 90.3% | 56.4%+33.9pp | 67.5%+22.8pp | 67.7%+22.7pp |
| Annual return | 13.38% | 21.71%-8.3pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,680 | $1,802+48.7% | $2,735-2.0% | $2,757-2.8% |
| Participant deferral / active EE | $5,197 | $3,115+66.8% | $4,527+14.8% | $4,300+20.8% |
| Admin fee / account holder | $1,095 | $4,992-78.1% | $6,165-82.2% | $6,925-84.2% |