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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 | $54,830 | $63,764-14.0% | $81,926-33.1% | $79,858-31.3% |
| Participation rate | 89.3% | 67.5%+21.8pp | 72.0%+17.3pp | 69.6%+19.7pp |
| Annual return | 13.36% | 22.66%-9.3pp | 29.49%-16.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,914 | $1,795+6.6% | $4,310-55.6% | $2,471-22.5% |
| Participant deferral / active EE | $2,659 | $2,780-4.4% | $7,108-62.6% | $3,740-28.9% |
| Admin fee / account holder | $1,788 | $4,426-59.6% | $5,159-65.3% | $5,306-66.3% |