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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 | $57,119-7.2% | $85,187-37.8% | $80,935-34.5% |
| Participation rate | 90.3% | 56.4%+33.9pp | 67.5%+22.8pp | 67.7%+22.7pp |
| Annual return | 13.38% | 21.70%-8.3pp | 66.67%-53.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,680 | $1,802+48.8% | $2,732-1.9% | $2,757-2.8% |
| Participant deferral / active EE | $5,197 | $3,115+66.8% | $4,525+14.8% | $4,299+20.9% |
| Admin fee / account holder | $1,095 | $4,990-78.0% | $6,162-82.2% | $6,924-84.2% |