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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 | $69,906 | $94,031-25.7% | $115,768-39.6% | $82,448-15.2% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.4%+23.0pp | 68.1%+29.3pp |
| Annual return | 15.68% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,268 | $2,323-2.4% | $2,940-22.8% | $2,551-11.1% |
| Participant deferral / active EE | $2,637 | $3,972-33.6% | $4,917-46.4% | $4,139-36.3% |
| Admin fee / account holder | $2,976 | $10,249-71.0% | $12,439-76.1% | $7,234-58.9% |