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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 | $51,241 | $123,793-58.6% | $177,848-71.2% | $79,856-35.8% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 16.46% | 22.82%-6.4pp | 48.33%-31.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,135 | $4,095-47.9% | $5,919-63.9% | $2,471-13.6% |
| Participant deferral / active EE | $3,372 | $5,956-43.4% | $7,714-56.3% | $3,741-9.9% |
| Admin fee / account holder | $10,461 | $7,243+44.4% | $12,431-15.8% | $5,306+97.1% |