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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 | $28,013 | $99,345-71.8% | $84,753-66.9% | $273,970-89.8% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 5.83% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,655 | $4,214-37.0% | $3,574-25.7% | $4,869-45.5% |
| Participant deferral / active EE | $3,447 | $4,270-19.3% | $3,712-7.1% | $5,287-34.8% |
| Admin fee / account holder | $2,612 | $6,645-60.7% | $5,333-51.0% | $10,132-74.2% |