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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 | $52,332 | $68,880-24.0% | $120,580-56.6% | $80,959-35.4% |
| Participation rate | 83.6% | 61.7%+21.9pp | 72.0%+11.6pp | 67.7%+15.9pp |
| Annual return | 14.17% | 23.68%-9.5pp | 107.48%-93.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,048 | $2,066-0.9% | $3,469-41.0% | $2,757-25.7% |
| Participant deferral / active EE | $2,804 | $3,191-12.1% | $4,995-43.9% | $4,300-34.8% |
| Admin fee / account holder | $2,551 | $5,785-55.9% | $9,418-72.9% | $6,925-63.2% |