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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 | $50,274 | $101,795-50.6% | $165,100-69.5% | $80,959-37.9% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.7pp |
| Annual return | 13.20% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,207 | $2,954+8.6% | $4,348-26.3% | $2,757+16.3% |
| Participant deferral / active EE | $2,986 | $4,476-33.3% | $6,035-50.5% | $4,300-30.6% |
| Admin fee / account holder | $1,631 | $8,221-80.2% | $12,696-87.1% | $6,925-76.4% |