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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 | $54,131 | $81,358-33.5% | $155,556-65.2% | $80,959-33.1% |
| Participation rate | 98.0% | 66.3%+31.8pp | 78.2%+19.8pp | 67.7%+30.4pp |
| Annual return | 17.35% | 33.39%-16.0pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,672 | $3,106-46.2% | $4,675-64.2% | $2,757-39.4% |
| Participant deferral / active EE | $5,099 | $3,455+47.6% | $5,631-9.4% | $4,300+18.6% |
| Admin fee / account holder | $4,151 | $7,994-48.1% | $15,885-73.9% | $6,925-40.1% |