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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 | $105,000 | $73,787+42.3% | $98,716+6.4% | $82,448+27.4% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.3%+17.8pp | 68.1%+19.0pp |
| Annual return | 28.19% | 18.57%+9.6pp | 31.81%-3.6pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,540 | $1,511+1.9% | $2,279-32.4% | $2,551-39.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,211 | $6,500-81.4% | $8,703-86.1% | $7,234-83.3% |