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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 | $62,339 | $80,992-23.0% | $96,534-35.4% | $75,173-17.1% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+31.0pp |
| Annual return | 14.15% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $4,306 | $2,283+88.7% | $2,965+45.2% | $2,671+61.2% |
| Participant deferral / active EE | $2,053 | $3,929-47.8% | $4,851-57.7% | $4,126-50.2% |
| Admin fee / account holder | $2,322 | $6,717-65.4% | $8,253-71.9% | $5,651-58.9% |