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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 | $43,656 | $87,132-49.9% | $105,624-58.7% | $80,959-46.1% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.7%+24.3pp |
| Annual return | 10.41% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,083 | $2,397-13.1% | $3,168-34.2% | $2,757-24.4% |
| Participant deferral / active EE | $2,472 | $3,985-38.0% | $5,013-50.7% | $4,300-42.5% |
| Admin fee / account holder | $13,629 | $8,449+61.3% | $10,961+24.3% | $6,925+96.8% |