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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 | $45,662 | $79,961-42.9% | $98,462-53.6% | $75,177-39.3% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 13.55% | 19.75%-6.2pp | 21.17%-7.6pp | 160.75%-147.2pp |
| Employer contribution / active EE | $2,352 | $2,264+3.9% | $3,049-22.9% | $2,671-11.9% |
| Participant deferral / active EE | $3,144 | $3,753-16.2% | $4,738-33.6% | $4,126-23.8% |
| Admin fee / account holder | $10,416 | $6,842+52.2% | $8,875+17.4% | $5,651+84.3% |