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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 | $62,039 | $76,407-18.8% | $150,298-58.7% | $82,448-24.8% |
| Participation rate | 98.9% | 66.4%+32.5pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 14.63% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,958 | $2,614-25.1% | $4,154-52.9% | $2,551-23.3% |
| Participant deferral / active EE | $3,114 | $3,214-3.1% | $5,453-42.9% | $4,139-24.8% |
| Admin fee / account holder | $9,593 | $6,352+51.0% | $14,116-32.0% | $7,234+32.6% |