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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 | $54,278 | $76,407-29.0% | $150,298-63.9% | $82,448-34.2% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 14.26% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,017 | $2,614+15.4% | $4,154-27.4% | $2,551+18.3% |
| Participant deferral / active EE | $1,576 | $3,214-51.0% | $5,453-71.1% | $4,139-61.9% |
| Admin fee / account holder | $2,227 | $6,352-64.9% | $14,116-84.2% | $7,234-69.2% |