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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 | $46,434 | $45,041+3.1% | $63,003-26.3% | $70,131-33.8% |
| Participation rate | 97.2% | 69.5%+27.7pp | 74.8%+22.4pp | 69.5%+27.7pp |
| Annual return | 16.88% | 18.76%-1.9pp | 87.59%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,535 | $2,052-25.2% | $2,760-44.4% | $2,342-34.5% |
| Participant deferral / active EE | $4,599 | $2,465+86.5% | $3,329+38.1% | $3,332+38.0% |
| Admin fee / account holder | $7,807 | $2,836+175.3% | $3,600+116.8% | $4,645+68.1% |