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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 | $83,594 | $45,041+85.6% | $63,003+32.7% | $70,131+19.2% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 12.77% | 18.76%-6.0pp | 87.59%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,044 | $2,052-0.4% | $2,760-26.0% | $2,342-12.8% |
| Participant deferral / active EE | $2,611 | $2,465+5.9% | $3,329-21.6% | $3,332-21.6% |
| Admin fee / account holder | $1,643 | $2,836-42.1% | $3,600-54.4% | $4,645-64.6% |