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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 | $52,538 | $87,059-39.7% | $105,608-50.3% | $80,925-35.1% |
| Participation rate | 92.2% | 70.4%+21.8pp | 75.3%+16.9pp | 67.7%+24.5pp |
| Annual return | 14.45% | 17.05%-2.6pp | 116.50%-102.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,971 | $2,396-17.8% | $3,167-37.8% | $2,756-28.5% |
| Participant deferral / active EE | $5,483 | $3,986+37.6% | $5,010+9.5% | $4,299+27.6% |
| Admin fee / account holder | $2,761 | $8,443-67.3% | $11,028-75.0% | $6,940-60.2% |