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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 | $84,589 | $110,137-23.2% | $161,149-47.5% | $82,637+2.4% |
| Participation rate | 96.9% | 72.4%+24.5pp | 78.8%+18.0pp | 68.1%+28.8pp |
| Annual return | 15.61% | 20.69%-5.1pp | 21.16%-5.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,812 | $2,856-36.6% | $4,360-58.4% | $2,552-29.0% |
| Participant deferral / active EE | $3,036 | $4,575-33.6% | $6,153-50.7% | $4,126-26.4% |
| Admin fee / account holder | $1,948 | $9,467-79.4% | $15,194-87.2% | $7,339-73.5% |