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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 | $61,788 | $97,648-36.7% | $121,663-49.2% | $87,485-29.4% |
| Participation rate | 90.5% | 70.5%+20.0pp | 74.5%+16.0pp | 68.9%+21.5pp |
| Annual return | 14.19% | 18.03%-3.8pp | 147.54%-133.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $957 | $2,300-58.4% | $3,020-68.3% | $2,596-63.1% |
| Participant deferral / active EE | $2,652 | $3,923-32.4% | $4,887-45.7% | $4,274-38.0% |
| Admin fee / account holder | $3,857 | $11,100-65.3% | $14,289-73.0% | $7,775-50.4% |